Number of Shares
214,270.00
Current Holdings Value*
$8.82 Mil
% of Portfolio
4.87%
Total Estimate Gain
$7.70 Mil
% of Total Estimate Gain
98.31%

Torch Wealth Management LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2019-12-31, Torch Wealth Management LLC held 214,270.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $8.82 Mil. This investment constitutes 4.87% of their stock portfolio, and Torch Wealth Management LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2014Q1. And since then Torch Wealth Management LLC has made 8 purchases of IJH, at an average price of $27.95, for a total of 280,095.00 shares. In addition, there have been 7 sales at an average price of $29.32 for 65,825.00 shares. Based on historical transaction data and IJH's current price of $63.44, Torch Wealth Management LLC's estimated gain on his IJH holdings is $7.70 Mil, reflecting a 98.31% gain to date.

Torch Wealth Management LLC IJH ($63.44) Holding Chart

Torch Wealth Management LLC IJH ($63.44) 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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