StrongBox Wealth, LLC IJH Holdings History

Number of Shares
146,334.00
Current Holdings Value*
$9.08 Mil
% of Portfolio
3.44%
Total Estimate Gain
$1.06 Mil
% of Total Estimate Gain
9.35%

StrongBox Wealth, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, StrongBox Wealth, LLC held 146,334.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $9.08 Mil. This investment constitutes 3.44% of their stock portfolio, and StrongBox Wealth, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2020Q1. And since then StrongBox Wealth, LLC has made 15 purchases of IJH, at an average price of $51.52, for a total of 219,234.00 shares. In addition, there have been 6 sales at an average price of $43.75 for 72,900.00 shares. Based on historical transaction data and IJH's current price of $62.62, StrongBox Wealth, LLC's estimated gain on his IJH holdings is $1.06 Mil, reflecting a 9.35% gain to date.

StrongBox Wealth, LLC IJH ($62.62) Holding Chart

StrongBox Wealth, LLC IJH ($62.62) 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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