NewSquare Capital LLC IJH Holdings History

Number of Shares
558,637.00
Current Holdings Value*
$32.60 Mil
% of Portfolio
2.66%
Total Estimate Gain
$11.65 Mil
% of Total Estimate Gain
26.72%

NewSquare Capital LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, NewSquare Capital LLC held 558,637.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $32.60 Mil. This investment constitutes 2.66% of their stock portfolio, and NewSquare Capital LLC now holds 0.04% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2013Q4. And since then NewSquare Capital LLC has made 23 purchases of IJH, at an average price of $39.24, for a total of 1.11 Mil shares. In addition, there have been 21 sales at an average price of $35.42 for 552,640.00 shares. Based on historical transaction data and IJH's current price of $63.88, NewSquare Capital LLC's estimated gain on his IJH holdings is $11.65 Mil, reflecting a 26.72% gain to date.

NewSquare Capital LLC IJH ($63.88) Holding Chart

NewSquare Capital LLC IJH ($63.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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