Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$259,171.21
% of Total Estimate Gain
9.42%

Prosperity Financial Group, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Prosperity Financial Group, Inc. held - shares of iShares Core S&P Mid-Cap ETF(IJH), totaling N/A. This investment constitutes 0% of their stock portfolio, and Prosperity Financial Group, Inc. now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2023Q4. And since then Prosperity Financial Group, Inc. has made 4 purchases of IJH, at an average price of $55.87, for a total of 49,231.00 shares. In addition, there have been 2 sales at an average price of $61.13 for 49,231.00 shares. Based on historical transaction data and IJH's current price of $63.88, Prosperity Financial Group, Inc.'s estimated gain on his IJH holdings is $259,171.21, reflecting a 9.42% gain to date.

Prosperity Financial Group, Inc. IJH ($63.88) Holding Chart

Prosperity Financial Group, Inc. 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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