TRUEFG, LLC IJH Holdings History

Number of Shares
782,994.00
Current Holdings Value*
$45.69 Mil
% of Portfolio
15.03%
Total Estimate Gain
$16.00 Mil
% of Total Estimate Gain
43.80%

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 $63.80, TRUEFG, LLC's estimated gain on his IJH holdings is $16.00 Mil, reflecting a 43.80% gain to date.

TRUEFG, LLC IJH ($63.80) Holding Chart

TRUEFG, LLC IJH ($63.80) 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 %

Top Ranked Articles

  • 1