Towerpoint Wealth, LLC IJH Holdings History
Towerpoint Wealth, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, Towerpoint Wealth, LLC held 37,666.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $2.34 Mil. This investment constitutes 1.04% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2019Q3. And since then Towerpoint Wealth, LLC has made 6 purchases of IJH, at an average price of $54.82, for a total of 49,681.00 shares. In addition, there have been 9 sales at an average price of $48.51 for 12,015.00 shares. Based on historical transaction data and IJH's current price of $63.46, Towerpoint Wealth, LLC's estimated gain on his IJH holdings is $249,586.61, reflecting a 9.16% gain to date.
Towerpoint Wealth, LLC IJH ($63.46) Holding Chart
Towerpoint Wealth, 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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