Number of Shares
45,398.00
Current Holdings Value*
$2.65 Mil
% of Portfolio
1.04%
Total Estimate Gain
$74,889.33
% of Total Estimate Gain
2.66%

Richard W. Paul & Associates, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Richard W. Paul & Associates, LLC held 45,398.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $2.65 Mil. This investment constitutes 1.04% of their stock portfolio, and Richard W. Paul & Associates, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2022Q4. And since then Richard W. Paul & Associates, LLC has made 3 purchases of IJH, at an average price of $61.78, for a total of 45,541.00 shares. In addition, there have been 6 sales at an average price of $51.75 for 143.00 shares. Based on historical transaction data and IJH's current price of $63.46, Richard W. Paul & Associates, LLC's estimated gain on his IJH holdings is $74,889.33, reflecting a 2.66% gain to date.

Richard W. Paul & Associates, LLC IJH ($63.46) Holding Chart

Richard W. Paul & Associates, LLC 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 %

Top Ranked Articles

  • 1