Number of Shares
647,630.00
Current Holdings Value*
$53.93 Mil
% of Portfolio
4.08%
Total Estimate Gain
$15.24 Mil
% of Total Estimate Gain
33.40%

Willis Johnson & Associates, Inc.'s iShares S&P Mid-Cap 400 Growth ETF Holding Summary

As of 2025-03-31, Willis Johnson & Associates, Inc. held 647,630.00 shares of iShares S&P Mid-Cap 400 Growth ETF(IJK), totaling $53.93 Mil. This investment constitutes 4.08% of their stock portfolio, and Willis Johnson & Associates, Inc. now holds 0.67% of the outstanding iShares S&P Mid-Cap 400 Growth ETF(IJK) stock.

The initial trade took place in 2020Q4. And since then Willis Johnson & Associates, Inc. has made 16 purchases of IJK, at an average price of $70.39, for a total of 648,161.00 shares. In addition, there have been 1 sales at an average price of $68.79 for 531.00 shares. Based on historical transaction data and IJK's current price of $93.92, Willis Johnson & Associates, Inc.'s estimated gain on his IJK holdings is $15.24 Mil, reflecting a 33.40% gain to date.

Willis Johnson & Associates, Inc. IJK ($93.92) Holding Chart

Willis Johnson & Associates, Inc. IJK ($93.92) 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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