Number of Shares
112,243.00
Current Holdings Value*
$6.96 Mil
% of Portfolio
3.65%
Total Estimate Gain
$728,964.21
% of Total Estimate Gain
10.91%

Richardson Capital Management LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Richardson Capital Management LLC held 112,243.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.96 Mil. This investment constitutes 3.65% of their stock portfolio, and Richardson Capital Management LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2023Q4. And since then Richardson Capital Management LLC has made 4 purchases of IJH, at an average price of $57.37, for a total of 116,496.00 shares. In addition, there have been 2 sales at an average price of $58.96 for 4,253.00 shares. Based on historical transaction data and IJH's current price of $63.80, Richardson Capital Management LLC's estimated gain on his IJH holdings is $728,964.21, reflecting a 10.91% gain to date.

Richardson Capital Management LLC IJH ($63.80) Holding Chart

Richardson Capital Management LLC IJH ($63.80) 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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