Sterling Financial Planning, Inc. IJK Holdings History
Sterling Financial Planning, Inc.'s iShares S&P Mid-Cap 400 Growth ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 174,554.00 shares of iShares S&P Mid-Cap 400 Growth ETF(IJK), totaling $14.54 Mil. This investment constitutes 5.27% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.18% of the outstanding iShares S&P Mid-Cap 400 Growth ETF(IJK) stock.
The initial trade took place in 2020Q4. And since then Sterling Financial Planning, Inc. has made 14 purchases of IJK, at an average price of $70.21, for a total of 180,968.00 shares. In addition, there have been 3 sales at an average price of $76.97 for 6,414.00 shares. Based on historical transaction data and IJK's current price of $93.71, Sterling Financial Planning, Inc.'s estimated gain on his IJK holdings is $4.15 Mil, reflecting a 32.62% gain to date.
Sterling Financial Planning, Inc. IJK ($93.71) Holding Chart
Sterling Financial Planning, Inc. IJK ($93.71) 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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