Sterling Financial Planning, Inc. IJJ Holdings History
Sterling Financial Planning, Inc.'s iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 139,790.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $16.74 Mil. This investment constitutes 6.07% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.22% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2020Q4. And since then Sterling Financial Planning, Inc. has made 14 purchases of IJJ, at an average price of $88.13, for a total of 142,928.00 shares. In addition, there have been 3 sales at an average price of $116.51 for 3,138.00 shares. Based on historical transaction data and IJJ's current price of $128.75, Sterling Financial Planning, Inc.'s estimated gain on his IJJ holdings is $5.77 Mil, reflecting a 45.79% gain to date.
Sterling Financial Planning, Inc. IJJ ($128.75) Holding Chart
Sterling Financial Planning, Inc. IJJ ($128.75) 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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