Number of Shares
17,095.00
Current Holdings Value*
$1.06 Mil
% of Portfolio
0.56%
Total Estimate Gain
$1.04 Mil
% of Total Estimate Gain
28.76%

Private Wealth Group, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Private Wealth Group, LLC held 17,095.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $1.06 Mil. This investment constitutes 0.56% 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 $63.88, Private Wealth Group, LLC's estimated gain on his IJH holdings is $1.04 Mil, reflecting a 28.76% gain to date.

Private Wealth Group, LLC IJH ($63.88) Holding Chart

Private Wealth Group, LLC IJH ($63.88) 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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