SpringVest Wealth Management LLC IJH Holdings History
SpringVest Wealth Management LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, SpringVest Wealth Management LLC held 33,378.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $1.95 Mil. This investment constitutes 1.61% of their stock portfolio, and SpringVest Wealth Management LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $62.10 for 4,563.00 shares. Based on historical transaction data and IJH's current price of $63.88, SpringVest Wealth Management LLC's estimated gain on his IJH holdings is $-19,125.03, reflecting a -0.79% gain to date.
SpringVest Wealth Management LLC IJH ($63.88) Holding Chart
SpringVest Wealth Management LLC IJH ($63.88) 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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