Whalen Wealth Management Inc. IJJ Holdings History
Whalen Wealth Management Inc.'s iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held 56,574.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $6.77 Mil. This investment constitutes 4.52% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0.09% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2025Q1. And since then Whalen Wealth Management Inc. has made 1 purchases of IJJ, at an average price of $125.21, for a total of 56,574.00 shares. Based on historical transaction data and IJJ's current price of $128.07, Whalen Wealth Management Inc.'s estimated gain on his IJJ holdings is $161,801.64, reflecting a 2.28% gain to date.
Whalen Wealth Management Inc. IJJ ($128.07) Holding Chart
Whalen Wealth Management Inc. IJJ ($128.07) 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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