Number of Shares
71,088.00
Current Holdings Value*
$4.41 Mil
% of Portfolio
3.44%
Total Estimate Gain
$7.10 Mil
% of Total Estimate Gain
4.39%

PACIFIC FINANCIAL GROUP INC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, PACIFIC FINANCIAL GROUP INC held 71,088.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $4.41 Mil. This investment constitutes 3.44% of their stock portfolio, and PACIFIC FINANCIAL GROUP INC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2013Q4. And since then PACIFIC FINANCIAL GROUP INC has made 20 purchases of IJH, at an average price of $35.29, for a total of 4.59 Mil shares. In addition, there have been 15 sales at an average price of $36.41 for 4.52 Mil shares. Based on historical transaction data and IJH's current price of $64.32, PACIFIC FINANCIAL GROUP INC's estimated gain on his IJH holdings is $7.10 Mil, reflecting a 4.39% gain to date.

PACIFIC FINANCIAL GROUP INC IJH ($64.32) Holding Chart

PACIFIC FINANCIAL GROUP INC IJH ($64.32) 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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