Number of Shares
375,690.00
Current Holdings Value*
$12.48 Mil
% of Portfolio
5.95%
Total Estimate Gain
$9.68 Mil
% of Total Estimate Gain
65.58%

Watermark Asset Management, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2018-12-31, Watermark Asset Management, Inc. held 375,690.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $12.48 Mil. This investment constitutes 5.95% of their stock portfolio, and Watermark Asset Management, Inc. now holds 0.03% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. In addition, there have been 3 sales at an average price of $38.37 for 6,395.00 shares. Based on historical transaction data and IJH's current price of $64.40, Watermark Asset Management, Inc.'s estimated gain on his IJH holdings is $9.68 Mil, reflecting a 65.58% gain to date.

Watermark Asset Management, Inc. IJH ($64.40) Holding Chart

Watermark Asset Management, Inc. IJH ($64.40) 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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