SWS Partners IJH Holdings History
Number of Shares
211,840.00
Current Holdings Value*
$16.33 Mil
% of Portfolio
3.53%
Total Estimate Gain
$6.37 Mil
% of Total Estimate Gain
30.71%
SWS Partners's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2026-06-30, SWS Partners held 211,840.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $16.33 Mil. This investment constitutes 3.53% of their stock portfolio, and SWS Partners now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2018Q2. And since then SWS Partners has made 17 purchases of IJH, at an average price of $45.11, for a total of 459,856.00 shares. In addition, there have been 8 sales at an average price of $45.74 for 248,016.00 shares. Based on historical transaction data and IJH's current price of $74.44, SWS Partners's estimated gain on his IJH holdings is $6.37 Mil, reflecting a 30.71% gain to date.
SWS Partners IJH ($74.44) Holding Chart
SWS Partners IJH ($74.44) 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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