REFRAME WEALTH, LLC IJK Holdings History
Number of Shares
302,999.00
Current Holdings Value*
$20.69 Mil
% of Portfolio
7.95%
Total Estimate Gain
$7.57 Mil
% of Total Estimate Gain
36.54%
REFRAME WEALTH, LLC's iShares S&P Mid-Cap 400 Growth ETF Holding Summary
As of 2022-12-31, REFRAME WEALTH, LLC held 302,999.00 shares of iShares S&P Mid-Cap 400 Growth ETF(IJK), totaling $20.69 Mil. This investment constitutes 7.95% of their stock portfolio, and REFRAME WEALTH, LLC now holds 0.29% of the outstanding iShares S&P Mid-Cap 400 Growth ETF(IJK) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and IJK's current price of $93.38, REFRAME WEALTH, LLC's estimated gain on his IJK holdings is $7.57 Mil, reflecting a 36.54% gain to date.
REFRAME WEALTH, LLC IJK ($93.38) Holding Chart
REFRAME WEALTH, LLC IJK ($93.38) 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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