Tower Wealth Partners, Inc. IJH Holdings History
Tower Wealth Partners, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Tower Wealth Partners, Inc. held 249,159.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $14.54 Mil. This investment constitutes 7.77% of their stock portfolio, and Tower Wealth Partners, Inc. now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2022Q2. And since then Tower Wealth Partners, Inc. has made 8 purchases of IJH, at an average price of $49.51, for a total of 258,091.00 shares. In addition, there have been 4 sales at an average price of $55.19 for 8,932.00 shares. Based on historical transaction data and IJH's current price of $63.88, Tower Wealth Partners, Inc.'s estimated gain on his IJH holdings is $3.63 Mil, reflecting a 28.43% gain to date.
Tower Wealth Partners, Inc. IJH ($63.88) Holding Chart
Tower Wealth Partners, Inc. IJH ($63.88) 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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