Number of Shares
122,968.00
Current Holdings Value*
$7.18 Mil
% of Portfolio
1.85%
Total Estimate Gain
$5.82 Mil
% of Total Estimate Gain
30.32%

Triangle Securities Wealth Management's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Triangle Securities Wealth Management held 122,968.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $7.18 Mil. This investment constitutes 1.85% of their stock portfolio, and Triangle Securities Wealth Management now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2015Q4. And since then Triangle Securities Wealth Management has made 23 purchases of IJH, at an average price of $31.98, for a total of 600,278.00 shares. In addition, there have been 4 sales at an average price of $36.54 for 477,310.00 shares. Based on historical transaction data and IJH's current price of $61.63, Triangle Securities Wealth Management's estimated gain on his IJH holdings is $5.82 Mil, reflecting a 30.32% gain to date.

Triangle Securities Wealth Management IJH ($61.63) Holding Chart

Triangle Securities Wealth Management IJH ($61.63) 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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