Strategic Wealth Management Group, LLC IJH Holdings History
Strategic Wealth Management Group, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2021-06-30, Strategic Wealth Management Group, LLC held 508,985.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $27.36 Mil. This investment constitutes 10% of their stock portfolio, and Strategic Wealth Management Group, LLC now holds 0.04% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2018Q4. And since then Strategic Wealth Management Group, LLC has made 6 purchases of IJH, at an average price of $36.55, for a total of 543,475.00 shares. In addition, there have been 4 sales at an average price of $41.16 for 34,490.00 shares. Based on historical transaction data and IJH's current price of $63.46, Strategic Wealth Management Group, LLC's estimated gain on his IJH holdings is $13.86 Mil, reflecting a 69.75% gain to date.
Strategic Wealth Management Group, LLC IJH ($63.46) Holding Chart
Strategic Wealth Management Group, LLC IJH ($63.46) 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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