Wealth Advisory Solutions, LLC IJH Holdings History
Wealth Advisory Solutions, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, Wealth Advisory Solutions, LLC held 422,678.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $26.21 Mil. This investment constitutes 6.64% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0.03% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2019Q4. And since then Wealth Advisory Solutions, LLC has made 7 purchases of IJH, at an average price of $45.73, for a total of 1.21 Mil shares. In addition, there have been 13 sales at an average price of $50.60 for 788,460.00 shares. Based on historical transaction data and IJH's current price of $63.04, Wealth Advisory Solutions, LLC's estimated gain on his IJH holdings is $11.17 Mil, reflecting a 20.16% gain to date.
Wealth Advisory Solutions, LLC IJH ($63.04) Holding Chart
Wealth Advisory Solutions, LLC IJH ($63.04) 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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