Number of Shares
350,496.00
Current Holdings Value*
$36.65 Mil
% of Portfolio
3.14%
Total Estimate Gain
$7.96 Mil
% of Total Estimate Gain
24.92%

Ally Invest Advisors Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Ally Invest Advisors Inc. held 350,496.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $36.65 Mil. This investment constitutes 3.14% of their stock portfolio, and Ally Invest Advisors Inc. now holds 0.05% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q4. And since then Ally Invest Advisors Inc. has made 23 purchases of IJR, at an average price of $89.73, for a total of 356,020.00 shares. In addition, there have been 2 sales at an average price of $108.21 for 5,524.00 shares. Based on historical transaction data and IJR's current price of $112.16, Ally Invest Advisors Inc.'s estimated gain on his IJR holdings is $7.96 Mil, reflecting a 24.92% gain to date.

Ally Invest Advisors Inc. IJR ($112.16) Holding Chart

Ally Invest Advisors Inc. IJR ($112.16) 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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