Number of Shares
28,269.00
Current Holdings Value*
$2.58 Mil
% of Portfolio
0.28%
Total Estimate Gain
$459,769.52
% of Total Estimate Gain
19.28%

Strategic Wealth Partners Group, LLC's iShares S&P Mid-Cap 400 Growth ETF Holding Summary

As of 2024-03-31, Strategic Wealth Partners Group, LLC held 28,269.00 shares of iShares S&P Mid-Cap 400 Growth ETF(IJK), totaling $2.58 Mil. This investment constitutes 0.28% of their stock portfolio, and Strategic Wealth Partners Group, LLC now holds -% of the outstanding iShares S&P Mid-Cap 400 Growth ETF(IJK) stock.

The initial trade took place in 2018Q2. And since then Strategic Wealth Partners Group, LLC has made 7 purchases of IJK, at an average price of $76.13, for a total of 31,322.00 shares. In addition, there have been 7 sales at an average price of $66.99 for 3,053.00 shares. Based on historical transaction data and IJK's current price of $93.38, Strategic Wealth Partners Group, LLC's estimated gain on his IJK holdings is $459,769.52, reflecting a 19.28% gain to date.

Strategic Wealth Partners Group, LLC IJK ($93.38) Holding Chart

Strategic Wealth Partners Group, LLC IJK ($93.38) 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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