Ratio Wealth Group IJH Holdings History
Ratio Wealth Group's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2024-03-31, Ratio Wealth Group held 189,291.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $11.50 Mil. This investment constitutes 2.14% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2020Q4. And since then Ratio Wealth Group has made 6 purchases of IJH, at an average price of $45.63, for a total of 261,126.00 shares. In addition, there have been 6 sales at an average price of $49.81 for 71,835.00 shares. Based on historical transaction data and IJH's current price of $63.46, Ratio Wealth Group's estimated gain on his IJH holdings is $3.67 Mil, reflecting a 30.84% gain to date.
Ratio Wealth Group IJH ($63.46) Holding Chart
Ratio Wealth Group 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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