Number of Shares
69,890.00
Current Holdings Value*
$3.16 Mil
% of Portfolio
3.88%
Total Estimate Gain
$527,601.15
% of Total Estimate Gain
12.89%

Vericrest Private Wealth's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2022-06-30, Vericrest Private Wealth held 69,890.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $3.16 Mil. This investment constitutes 3.88% of their stock portfolio, and Vericrest Private Wealth now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q4. In addition, there have been 2 sales at an average price of $51.97 for 3,575.00 shares. Based on historical transaction data and IJH's current price of $63.44, Vericrest Private Wealth's estimated gain on his IJH holdings is $527,601.15, reflecting a 12.89% gain to date.

Vericrest Private Wealth IJH ($63.44) Holding Chart

Vericrest Private Wealth 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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