TRUEFG, LLC IJH Holdings History
Number of Shares
782,994.00
Current Holdings Value*
$45.69 Mil
% of Portfolio
15.03%
Total Estimate Gain
$16.47 Mil
% of Total Estimate Gain
45.09%
TRUEFG, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, TRUEFG, LLC held 782,994.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $45.69 Mil. This investment constitutes 15.03% of their stock portfolio, and TRUEFG, LLC now holds 0.05% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2019Q4. And since then TRUEFG, LLC has made 17 purchases of IJH, at an average price of $43.54, for a total of 838,859.00 shares. In addition, there have been 4 sales at an average price of $46.03 for 55,865.00 shares. Based on historical transaction data and IJH's current price of $64.40, TRUEFG, LLC's estimated gain on his IJH holdings is $16.47 Mil, reflecting a 45.09% gain to date.
TRUEFG, LLC IJH ($64.40) Holding Chart
TRUEFG, LLC IJH ($64.40) 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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