Number of Shares
237,252.00
Current Holdings Value*
$14.71 Mil
% of Portfolio
4.29%
Total Estimate Gain
$8.23 Mil
% of Total Estimate Gain
68.72%

Windsor Capital Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Windsor Capital Management, LLC held 237,252.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $14.71 Mil. This investment constitutes 4.29% of their stock portfolio, and Windsor Capital Management, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2013Q4. And since then Windsor Capital Management, LLC has made 23 purchases of IJH, at an average price of $32.97, for a total of 363,122.00 shares. In addition, there have been 17 sales at an average price of $40.09 for 125,870.00 shares. Based on historical transaction data and IJH's current price of $63.88, Windsor Capital Management, LLC's estimated gain on his IJH holdings is $8.23 Mil, reflecting a 68.72% gain to date.

Windsor Capital Management, LLC IJH ($63.88) Holding Chart

Windsor Capital Management, LLC IJH ($63.88) 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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