Petix & Botte Co IJH Holdings History

Number of Shares
203,412.00
Current Holdings Value*
$11.87 Mil
% of Portfolio
3.13%
Total Estimate Gain
$5.71 Mil
% of Total Estimate Gain
16.82%

Petix & Botte Co's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Petix & Botte Co held 203,412.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $11.87 Mil. This investment constitutes 3.13% of their stock portfolio, and Petix & Botte Co now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2019Q4. And since then Petix & Botte Co has made 12 purchases of IJH, at an average price of $47.49, for a total of 714,296.00 shares. In addition, there have been 8 sales at an average price of $51.92 for 510,884.00 shares. Based on historical transaction data and IJH's current price of $64.40, Petix & Botte Co's estimated gain on his IJH holdings is $5.71 Mil, reflecting a 16.82% gain to date.

Petix & Botte Co IJH ($64.40) Holding Chart

Petix & Botte Co IJH ($64.40) 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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