Number of Shares
133,967.00
Current Holdings Value*
$7.82 Mil
% of Portfolio
4.13%
Total Estimate Gain
$1.45 Mil
% of Total Estimate Gain
17.30%

PCA Investment Advisory Services Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, PCA Investment Advisory Services Inc. held 133,967.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $7.82 Mil. This investment constitutes 4.13% of their stock portfolio, and PCA Investment Advisory Services Inc. now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2023Q1. And since then PCA Investment Advisory Services Inc. has made 4 purchases of IJH, at an average price of $52.77, for a total of 158,342.00 shares. In addition, there have been 4 sales at an average price of $52.89 for 24,375.00 shares. Based on historical transaction data and IJH's current price of $63.54, PCA Investment Advisory Services Inc.'s estimated gain on his IJH holdings is $1.45 Mil, reflecting a 17.30% gain to date.

PCA Investment Advisory Services Inc. IJH ($63.54) Holding Chart

PCA Investment Advisory Services Inc. IJH ($63.54) 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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