Summit Financial Strategies, Inc. IJH Holdings History
Summit Financial Strategies, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Summit Financial Strategies, Inc. held 631,687.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $36.86 Mil. This investment constitutes 3.72% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0.04% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2014Q4. And since then Summit Financial Strategies, Inc. has made 12 purchases of IJH, at an average price of $36.86, for a total of 780,136.00 shares. In addition, there have been 20 sales at an average price of $43.22 for 148,449.00 shares. Based on historical transaction data and IJH's current price of $63.44, Summit Financial Strategies, Inc.'s estimated gain on his IJH holdings is $17.74 Mil, reflecting a 61.69% gain to date.
Summit Financial Strategies, Inc. IJH ($63.44) Holding Chart
Summit Financial Strategies, Inc. IJH ($63.44) 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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