Number of Shares
64,772.00
Current Holdings Value*
$4.02 Mil
% of Portfolio
2.92%
Total Estimate Gain
$496,006.15
% of Total Estimate Gain
13.45%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, SILVIA MCCOLL WEALTH MANAGEMENT, LLC held 64,772.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $4.02 Mil. This investment constitutes 2.92% of their stock portfolio, and SILVIA MCCOLL WEALTH MANAGEMENT, 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 SILVIA MCCOLL WEALTH MANAGEMENT, LLC has made 6 purchases of IJH, at an average price of $56.63, for a total of 65,105.00 shares. In addition, there have been 1 sales at an average price of $58.75 for 333.00 shares. Based on historical transaction data and IJH's current price of $64.28, SILVIA MCCOLL WEALTH MANAGEMENT, LLC's estimated gain on his IJH holdings is $496,006.15, reflecting a 13.45% gain to date.

SILVIA MCCOLL WEALTH MANAGEMENT, LLC IJH ($64.28) Holding Chart

SILVIA MCCOLL WEALTH MANAGEMENT, LLC IJH ($64.28) 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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