Number of Shares
58,204.00
Current Holdings Value*
$3.63 Mil
% of Portfolio
2.31%
Total Estimate Gain
$810,793.38
% of Total Estimate Gain
16.27%

Old North State Trust, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Old North State Trust, LLC held 58,204.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $3.63 Mil. This investment constitutes 2.31% of their stock portfolio, and Old North State Trust, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q3. And since then Old North State Trust, LLC has made 6 purchases of IJH, at an average price of $49.95, for a total of 99,759.00 shares. In addition, there have been 14 sales at an average price of $49.40 for 41,555.00 shares. Based on historical transaction data and IJH's current price of $64.28, Old North State Trust, LLC's estimated gain on his IJH holdings is $810,793.38, reflecting a 16.27% gain to date.

Old North State Trust, LLC IJH ($64.28) Holding Chart

Old North State Trust, LLC IJH ($64.28) 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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