Number of Shares
119,557.00
Current Holdings Value*
$6.98 Mil
% of Portfolio
2.93%
Total Estimate Gain
$-316,484.98
% of Total Estimate Gain
-1.64%

Strategic Equity Management's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Strategic Equity Management held 119,557.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.98 Mil. This investment constitutes 2.93% of their stock portfolio, and Strategic Equity Management now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2023Q3. And since then Strategic Equity Management has made 3 purchases of IJH, at an average price of $62.57, for a total of 307,905.00 shares. In addition, there have been 3 sales at an average price of $61.06 for 188,348.00 shares. Based on historical transaction data and IJH's current price of $62.29, Strategic Equity Management's estimated gain on his IJH holdings is $-316,484.98, reflecting a -1.64% gain to date.

Strategic Equity Management IJH ($62.29) Holding Chart

Strategic Equity Management IJH ($62.29) 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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