Number of Shares
258,226.00
Current Holdings Value*
$16.02 Mil
% of Portfolio
2.94%
Total Estimate Gain
$6.14 Mil
% of Total Estimate Gain
9.21%

Retirement Income Solutions, Inc's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Retirement Income Solutions, Inc held 258,226.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $16.02 Mil. This investment constitutes 2.94% of their stock portfolio, and Retirement Income Solutions, Inc now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. And since then Retirement Income Solutions, Inc has made 20 purchases of IJH, at an average price of $49.28, for a total of 1.35 Mil shares. In addition, there have been 9 sales at an average price of $51.54 for 1.10 Mil shares. Based on historical transaction data and IJH's current price of $63.46, Retirement Income Solutions, Inc's estimated gain on his IJH holdings is $6.14 Mil, reflecting a 9.21% gain to date.

Retirement Income Solutions, Inc IJH ($63.46) Holding Chart

Retirement Income Solutions, Inc 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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