Whitcomb & Hess, Inc. IJH Holdings History

Number of Shares
298,923.00
Current Holdings Value*
$18.54 Mil
% of Portfolio
5.23%
Total Estimate Gain
$2.77 Mil
% of Total Estimate Gain
16.76%

Whitcomb & Hess, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Whitcomb & Hess, Inc. held 298,923.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $18.54 Mil. This investment constitutes 5.23% of their stock portfolio, and Whitcomb & Hess, Inc. now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q2. And since then Whitcomb & Hess, Inc. has made 14 purchases of IJH, at an average price of $53.97, for a total of 306,534.00 shares. In addition, there have been 2 sales at an average price of $61.97 for 7,611.00 shares. Based on historical transaction data and IJH's current price of $63.04, Whitcomb & Hess, Inc.'s estimated gain on his IJH holdings is $2.77 Mil, reflecting a 16.76% gain to date.

Whitcomb & Hess, Inc. IJH ($63.04) Holding Chart

Whitcomb & Hess, Inc. 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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