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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