PFS Partners, LLC JKH Holdings History
Number of Shares
96,377.00
Current Holdings Value*
$7.73 Mil
% of Portfolio
3.89%
Total Estimate Gain
$30.29 Mil
% of Total Estimate Gain
524.90%
PFS Partners, LLC's iShares Morningstar Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, PFS Partners, LLC held 96,377.00 shares of iShares Morningstar Mid-Cap Growth ETF(JKH), totaling $7.73 Mil. This investment constitutes 3.89% of their stock portfolio, and PFS Partners, LLC now holds -% of the outstanding iShares Morningstar Mid-Cap Growth ETF(JKH) stock.
The initial trade took place in 2023Q4. And since then PFS Partners, LLC has made 7 purchases of JKH, at an average price of $59.88, for a total of 96,377.00 shares. Based on historical transaction data and JKH's current price of $374.17, PFS Partners, LLC's estimated gain on his JKH holdings is $30.29 Mil, reflecting a 524.90% gain to date.
PFS Partners, LLC JKH ($374.17) Holding Chart
PFS Partners, LLC JKH ($374.17) 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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