Tepp RIA, LLC IJH Holdings History
Number of Shares
23,442.00
Current Holdings Value*
$1.45 Mil
% of Portfolio
1.88%
Total Estimate Gain
$-68,725.37
% of Total Estimate Gain
-3.08%
Tepp RIA, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, Tepp RIA, LLC held 23,442.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $1.45 Mil. This investment constitutes 1.88% of their stock portfolio, and Tepp RIA, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $59.58 for 11,345.00 shares. Based on historical transaction data and IJH's current price of $63.46, Tepp RIA, LLC's estimated gain on his IJH holdings is $-68,725.37, reflecting a -3.08% gain to date.
Tepp RIA, LLC IJH ($63.46) Holding Chart
Tepp RIA, LLC 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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