Number of Shares
279,956.00
Current Holdings Value*
$16.34 Mil
% of Portfolio
1.98%
Total Estimate Gain
$8.59 Mil
% of Total Estimate Gain
13.30%

TRUE Private Wealth Advisors's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, TRUE Private Wealth Advisors held 279,956.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $16.34 Mil. This investment constitutes 1.98% of their stock portfolio, and TRUE Private Wealth Advisors now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. And since then TRUE Private Wealth Advisors has made 16 purchases of IJH, at an average price of $43.45, for a total of 1.49 Mil shares. In addition, there have been 12 sales at an average price of $45.93 for 1.21 Mil shares. Based on historical transaction data and IJH's current price of $63.46, TRUE Private Wealth Advisors's estimated gain on his IJH holdings is $8.59 Mil, reflecting a 13.30% gain to date.

TRUE Private Wealth Advisors IJH ($63.46) Holding Chart

TRUE Private Wealth Advisors 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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