Number of Shares
1.81 Mil
Current Holdings Value*
$189.06 Mil
% of Portfolio
1.36%
Total Estimate Gain
$103.12 Mil
% of Total Estimate Gain
16.16%

Clark Capital Management Group, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Clark Capital Management Group, Inc. held 1.81 Mil shares of iShares Core S&P Small-Cap ETF(IJR), totaling $189.06 Mil. This investment constitutes 1.36% of their stock portfolio, and Clark Capital Management Group, Inc. now holds 0.25% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2015Q1. And since then Clark Capital Management Group, Inc. has made 22 purchases of IJR, at an average price of $91.19, for a total of 7.00 Mil shares. In addition, there have been 18 sales at an average price of $104.09 for 5.19 Mil shares. Based on historical transaction data and IJR's current price of $111.16, Clark Capital Management Group, Inc.'s estimated gain on his IJR holdings is $103.12 Mil, reflecting a 16.16% gain to date.

Clark Capital Management Group, Inc. IJR ($111.16) Holding Chart

Clark Capital Management Group, Inc. IJR ($111.16) 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 %

Top Ranked Articles

  • 1