RMR Wealth Builders IJH Holdings History

Number of Shares
1.38 Mil
Current Holdings Value*
$85.66 Mil
% of Portfolio
7.79%
Total Estimate Gain
$18.03 Mil
% of Total Estimate Gain
20.22%

RMR Wealth Builders's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, RMR Wealth Builders held 1.38 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $85.66 Mil. This investment constitutes 7.79% of their stock portfolio, and RMR Wealth Builders now holds 0.09% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2019Q4. And since then RMR Wealth Builders has made 20 purchases of IJH, at an average price of $49.17, for a total of 1.81 Mil shares. In addition, there have been 2 sales at an average price of $45.21 for 432,410.00 shares. Based on historical transaction data and IJH's current price of $63.46, RMR Wealth Builders's estimated gain on his IJH holdings is $18.03 Mil, reflecting a 20.22% gain to date.

RMR Wealth Builders IJH ($63.46) Holding Chart

RMR Wealth Builders 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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