Number of Shares
147,781.00
Current Holdings Value*
$9.17 Mil
% of Portfolio
2.89%
Total Estimate Gain
$2.27 Mil
% of Total Estimate Gain
12.49%

Sandbox Financial Partners, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Sandbox Financial Partners, LLC held 147,781.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $9.17 Mil. This investment constitutes 2.89% of their stock portfolio, and Sandbox Financial Partners, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q3. And since then Sandbox Financial Partners, LLC has made 15 purchases of IJH, at an average price of $55.82, for a total of 325,091.00 shares. In addition, there have been 2 sales at an average price of $62.60 for 177,310.00 shares. Based on historical transaction data and IJH's current price of $63.04, Sandbox Financial Partners, LLC's estimated gain on his IJH holdings is $2.27 Mil, reflecting a 12.49% gain to date.

Sandbox Financial Partners, LLC IJH ($63.04) Holding Chart

Sandbox Financial Partners, LLC IJH ($63.04) 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