Sutton Wealth Advisors Inc. IJH Holdings History
Sutton Wealth Advisors Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary
As of 2023-09-30, Sutton Wealth Advisors Inc. held 9,050.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $451,320.00. This investment constitutes 0.22% of their stock portfolio, and Sutton Wealth Advisors Inc. now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2018Q4. And since then Sutton Wealth Advisors Inc. has made 9 purchases of IJH, at an average price of $49.79, for a total of 9,935.00 shares. In addition, there have been 2 sales at an average price of $48.94 for 885.00 shares. Based on historical transaction data and IJH's current price of $63.36, Sutton Wealth Advisors Inc.'s estimated gain on his IJH holdings is $122,085.80, reflecting a 24.68% gain to date.
Sutton Wealth Advisors Inc. IJH ($63.36) Holding Chart
Sutton Wealth Advisors Inc. IJH ($63.36) 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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