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 %

Top Ranked Articles

  • 1