Number of Shares
179,235.00
Current Holdings Value*
$10.46 Mil
% of Portfolio
4.01%
Total Estimate Gain
$3.21 Mil
% of Total Estimate Gain
31.34%

Omega Financial Group, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Omega Financial Group, LLC held 179,235.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $10.46 Mil. This investment constitutes 4.01% of their stock portfolio, and Omega Financial Group, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q4. And since then Omega Financial Group, LLC has made 19 purchases of IJH, at an average price of $46.36, for a total of 220,835.00 shares. In addition, there have been 6 sales at an average price of $49.02 for 41,600.00 shares. Based on historical transaction data and IJH's current price of $63.64, Omega Financial Group, LLC's estimated gain on his IJH holdings is $3.21 Mil, reflecting a 31.34% gain to date.

Omega Financial Group, LLC IJH ($63.64) Holding Chart

Omega Financial Group, LLC IJH ($63.64) 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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