Number of Shares
1.12 Mil
Current Holdings Value*
$65.22 Mil
% of Portfolio
10.84%
Total Estimate Gain
$35.80 Mil
% of Total Estimate Gain
70.84%

Tarbox Family Office, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Tarbox Family Office, Inc. held 1.12 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $65.22 Mil. This investment constitutes 10.84% of their stock portfolio, and Tarbox Family Office, Inc. now holds 0.07% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2014Q1. And since then Tarbox Family Office, Inc. has made 23 purchases of IJH, at an average price of $34.01, for a total of 1.49 Mil shares. In addition, there have been 13 sales at an average price of $39.68 for 368,099.00 shares. Based on historical transaction data and IJH's current price of $64.18, Tarbox Family Office, Inc.'s estimated gain on his IJH holdings is $35.80 Mil, reflecting a 70.84% gain to date.

Tarbox Family Office, Inc. IJH ($64.18) Holding Chart

Tarbox Family Office, Inc. IJH ($64.18) 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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