CUMBERLAND ADVISORS INC IJR Holdings History
CUMBERLAND ADVISORS INC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, CUMBERLAND ADVISORS INC held 67,605.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $7.07 Mil. This investment constitutes 3.21% of their stock portfolio, and CUMBERLAND ADVISORS INC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2017Q1. And since then CUMBERLAND ADVISORS INC has made 5 purchases of IJR, at an average price of $99.80, for a total of 243,235.00 shares. In addition, there have been 5 sales at an average price of $109.69 for 175,630.00 shares. Based on historical transaction data and IJR's current price of $112.74, CUMBERLAND ADVISORS INC's estimated gain on his IJR holdings is $2.61 Mil, reflecting a 10.76% gain to date.
CUMBERLAND ADVISORS INC IJR ($112.74) Holding Chart
CUMBERLAND ADVISORS INC IJR ($112.74) 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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