Peninsula Wealth, LLC IJH Holdings History
Peninsula Wealth, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2024-12-31, Peninsula Wealth, LLC held 108,066.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.73 Mil. This investment constitutes 1.15% of their stock portfolio, and Peninsula Wealth, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2023Q3. And since then Peninsula Wealth, LLC has made 5 purchases of IJH, at an average price of $55.47, for a total of 194,853.00 shares. In addition, there have been 1 sales at an average price of $64.17 for 86,787.00 shares. Based on historical transaction data and IJH's current price of $63.99, Peninsula Wealth, LLC's estimated gain on his IJH holdings is $1.68 Mil, reflecting a 15.51% gain to date.
Peninsula Wealth, LLC IJH ($63.99) Holding Chart
Peninsula Wealth, LLC IJH ($63.99) 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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