Number of Shares
304,151.00
Current Holdings Value*
$17.75 Mil
% of Portfolio
4.86%
Total Estimate Gain
$-196,104.19
% of Total Estimate Gain
-1.01%

PKS Advisory Services, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, PKS Advisory Services, LLC held 304,151.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $17.75 Mil. This investment constitutes 4.86% of their stock portfolio, and PKS Advisory Services, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2024Q4. And since then PKS Advisory Services, LLC has made 1 purchases of IJH, at an average price of $64.10, for a total of 304,151.00 shares. Based on historical transaction data and IJH's current price of $63.46, PKS Advisory Services, LLC's estimated gain on his IJH holdings is $-196,104.19, reflecting a -1.01% gain to date.

PKS Advisory Services, LLC IJH ($63.46) Holding Chart

PKS Advisory Services, LLC IJH ($63.46) 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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