Private Wealth Asset Management, LLC IJH Holdings History
Number of Shares
814,266.00
Current Holdings Value*
$47.51 Mil
% of Portfolio
6.84%
Total Estimate Gain
$1.11 Mil
% of Total Estimate Gain
2.19%
Private Wealth Asset Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Private Wealth Asset Management, LLC held 814,266.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $47.51 Mil. This investment constitutes 6.84% of their stock portfolio, and Private Wealth Asset Management, LLC now holds 0.05% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IJH's current price of $63.46, Private Wealth Asset Management, LLC's estimated gain on his IJH holdings is $1.11 Mil, reflecting a 2.19% gain to date.
Private Wealth Asset Management, LLC IJH ($63.46) Holding Chart
Private Wealth Asset Management, 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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