Number of Shares
64,764.00
Current Holdings Value*
$5.16 Mil
% of Portfolio
4.03%
Total Estimate Gain
$8.57 Mil
% of Total Estimate Gain
40.54%

PACIFIC FINANCIAL GROUP INC's iShares Morningstar Mid-Cap ETF Holding Summary

As of 2025-06-30, PACIFIC FINANCIAL GROUP INC held 64,764.00 shares of iShares Morningstar Mid-Cap ETF(JKG), totaling $5.16 Mil. This investment constitutes 4.03% of their stock portfolio, and PACIFIC FINANCIAL GROUP INC now holds -% of the outstanding iShares Morningstar Mid-Cap ETF(JKG) stock.

The initial trade took place in 2018Q4. And since then PACIFIC FINANCIAL GROUP INC has made 7 purchases of JKG, at an average price of $90.92, for a total of 232,597.00 shares. In addition, there have been 17 sales at an average price of $80.19 for 167,833.00 shares. Based on historical transaction data and JKG's current price of $251.08, PACIFIC FINANCIAL GROUP INC's estimated gain on his JKG holdings is $8.57 Mil, reflecting a 40.54% gain to date.

PACIFIC FINANCIAL GROUP INC JKG ($251.08) Holding Chart

PACIFIC FINANCIAL GROUP INC JKG ($251.08) 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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