Wealth Advisory Solutions, LLC IJJ Holdings History
Wealth Advisory Solutions, LLC's iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-06-30, Wealth Advisory Solutions, LLC held 18,593.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $2.30 Mil. This investment constitutes 0.58% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0.03% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2020Q4. And since then Wealth Advisory Solutions, LLC has made 9 purchases of IJJ, at an average price of $104.90, for a total of 355,030.00 shares. In addition, there have been 8 sales at an average price of $109.53 for 336,437.00 shares. Based on historical transaction data and IJJ's current price of $125.12, Wealth Advisory Solutions, LLC's estimated gain on his IJJ holdings is $1.93 Mil, reflecting a 5.20% gain to date.
Wealth Advisory Solutions, LLC IJJ ($125.12) Holding Chart
Wealth Advisory Solutions, LLC IJJ ($125.12) 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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