Number of Shares
17,839.00
Current Holdings Value*
$1.04 Mil
% of Portfolio
0.59%
Total Estimate Gain
$1.86 Mil
% of Total Estimate Gain
10.34%

Wealth Quarterback LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Wealth Quarterback LLC held 17,839.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $1.04 Mil. This investment constitutes 0.59% of their stock portfolio, and Wealth Quarterback LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2019Q4. And since then Wealth Quarterback LLC has made 9 purchases of IJH, at an average price of $42.81, for a total of 420,378.00 shares. In addition, there have been 8 sales at an average price of $46.52 for 402,539.00 shares. Based on historical transaction data and IJH's current price of $63.42, Wealth Quarterback LLC's estimated gain on his IJH holdings is $1.86 Mil, reflecting a 10.34% gain to date.

Wealth Quarterback LLC IJH ($63.42) Holding Chart

Wealth Quarterback LLC IJH ($63.42) 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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