Wealthspire Advisors, LLC IJH Holdings History
Wealthspire Advisors, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Wealthspire Advisors, LLC held 15.48 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $903.26 Mil. This investment constitutes 5.4% of their stock portfolio, and Wealthspire Advisors, LLC now holds 1.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2018Q4. And since then Wealthspire Advisors, LLC has made 18 purchases of IJH, at an average price of $54.70, for a total of 18.51 Mil shares. In addition, there have been 6 sales at an average price of $51.61 for 3.03 Mil shares. Based on historical transaction data and IJH's current price of $62.02, Wealthspire Advisors, LLC's estimated gain on his IJH holdings is $103.92 Mil, reflecting a 10.26% gain to date.
Wealthspire Advisors, LLC IJH ($62.02) Holding Chart
Wealthspire Advisors, LLC IJH ($62.02) 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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