Number of Shares
365,633.00
Current Holdings Value*
$26.10 Mil
% of Portfolio
5.01%
Total Estimate Gain
$112.63 Mil
% of Total Estimate Gain
465.78%

VICTORY FINANCIAL GROUP, LLC's iShares Morningstar Mid-Cap Growth ETF Holding Summary

As of 2025-03-31, VICTORY FINANCIAL GROUP, LLC held 365,633.00 shares of iShares Morningstar Mid-Cap Growth ETF(JKH), totaling $26.10 Mil. This investment constitutes 5.01% of their stock portfolio, and VICTORY FINANCIAL GROUP, LLC now holds -% of the outstanding iShares Morningstar Mid-Cap Growth ETF(JKH) stock.

The initial trade took place in 2023Q4. And since then VICTORY FINANCIAL GROUP, LLC has made 4 purchases of JKH, at an average price of $66.13, for a total of 365,633.00 shares. Based on historical transaction data and JKH's current price of $374.17, VICTORY FINANCIAL GROUP, LLC's estimated gain on his JKH holdings is $112.63 Mil, reflecting a 465.78% gain to date.

VICTORY FINANCIAL GROUP, LLC JKH ($374.17) Holding Chart

VICTORY FINANCIAL GROUP, LLC JKH ($374.17) 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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