Number of Shares
30,554.00
Current Holdings Value*
$2.38 Mil
% of Portfolio
2.12%
Total Estimate Gain
$1.98 Mil
% of Total Estimate Gain
21.42%

ADVANTAGE INVESTMENT MANAGEMENT, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2019-09-30, ADVANTAGE INVESTMENT MANAGEMENT, LLC held 30,554.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.38 Mil. This investment constitutes 2.12% of their stock portfolio, and ADVANTAGE INVESTMENT MANAGEMENT, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2015Q1. And since then ADVANTAGE INVESTMENT MANAGEMENT, LLC has made 2 purchases of IJR, at an average price of $70.07, for a total of 132,226.00 shares. In addition, there have been 5 sales at an average price of $76.74 for 101,672.00 shares. Based on historical transaction data and IJR's current price of $112.82, ADVANTAGE INVESTMENT MANAGEMENT, LLC's estimated gain on his IJR holdings is $1.98 Mil, reflecting a 21.42% gain to date.

ADVANTAGE INVESTMENT MANAGEMENT, LLC IJR ($112.82) Holding Chart

ADVANTAGE INVESTMENT MANAGEMENT, LLC IJR ($112.82) 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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