Number of Shares
92,740.00
Current Holdings Value*
$5.63 Mil
% of Portfolio
2.01%
Total Estimate Gain
$2.82 Mil
% of Total Estimate Gain
34.71%

SUMMIT FINANCIAL GROUP, INC.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2024-03-31, SUMMIT FINANCIAL GROUP, INC. held 92,740.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $5.63 Mil. This investment constitutes 2.01% of their stock portfolio, and SUMMIT FINANCIAL GROUP, INC. now holds -% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2019Q2. And since then SUMMIT FINANCIAL GROUP, INC. has made 5 purchases of IJH, at an average price of $39.07, for a total of 208,015.00 shares. In addition, there have been 15 sales at an average price of $43.93 for 115,275.00 shares. Based on historical transaction data and IJH's current price of $63.44, SUMMIT FINANCIAL GROUP, INC.'s estimated gain on his IJH holdings is $2.82 Mil, reflecting a 34.71% gain to date.

SUMMIT FINANCIAL GROUP, INC. IJH ($63.44) Holding Chart

SUMMIT FINANCIAL GROUP, INC. IJH ($63.44) 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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