Number of Shares
319,885.00
Current Holdings Value*
$18.67 Mil
% of Portfolio
10.36%
Total Estimate Gain
$14.62 Mil
% of Total Estimate Gain
92.07%

PENINSULA ASSET MANAGEMENT INC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, PENINSULA ASSET MANAGEMENT INC held 319,885.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $18.67 Mil. This investment constitutes 10.36% of their stock portfolio, and PENINSULA ASSET MANAGEMENT INC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2013Q4. And since then PENINSULA ASSET MANAGEMENT INC has made 14 purchases of IJH, at an average price of $27.69, for a total of 573,610.00 shares. In addition, there have been 23 sales at an average price of $40.25 for 253,725.00 shares. Based on historical transaction data and IJH's current price of $63.44, PENINSULA ASSET MANAGEMENT INC's estimated gain on his IJH holdings is $14.62 Mil, reflecting a 92.07% gain to date.

PENINSULA ASSET MANAGEMENT INC IJH ($63.44) Holding Chart

PENINSULA ASSET MANAGEMENT INC IJH ($63.44) 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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