Private Wealth Group, LLC IJH Holdings History
Private Wealth Group, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Private Wealth Group, LLC held 17,095.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $997,490.00. This investment constitutes 0.59% of their stock portfolio, and Private Wealth Group, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2018Q2. And since then Private Wealth Group, LLC has made 10 purchases of IJH, at an average price of $45.01, for a total of 80,155.00 shares. In addition, there have been 4 sales at an average price of $56.35 for 63,060.00 shares. Based on historical transaction data and IJH's current price of $63.04, Private Wealth Group, LLC's estimated gain on his IJH holdings is $1.02 Mil, reflecting a 28.36% gain to date.
Private Wealth Group, LLC IJH ($63.04) Holding Chart
Private Wealth Group, LLC IJH ($63.04) 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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