Number of Shares
432,985.00
Current Holdings Value*
$24.00 Mil
% of Portfolio
2.71%
Total Estimate Gain
$9.99 Mil
% of Total Estimate Gain
51.01%

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

As of 2023-12-31, StrategIQ Financial Group, LLC held 432,985.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $24.00 Mil. This investment constitutes 2.71% of their stock portfolio, and StrategIQ Financial Group, LLC now holds 0.03% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. And since then StrategIQ Financial Group, LLC has made 19 purchases of IJH, at an average price of $40.97, for a total of 477,855.00 shares. In addition, there have been 4 sales at an average price of $37.39 for 44,870.00 shares. Based on historical transaction data and IJH's current price of $64.40, StrategIQ Financial Group, LLC's estimated gain on his IJH holdings is $9.99 Mil, reflecting a 51.01% gain to date.

StrategIQ Financial Group, LLC IJH ($64.40) Holding Chart

StrategIQ Financial Group, LLC IJH ($64.40) 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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