Number of Shares
200,483.00
Current Holdings Value*
$20.96 Mil
% of Portfolio
4.73%
Total Estimate Gain
$6.32 Mil
% of Total Estimate Gain
34.89%

ESL Trust Services, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, ESL Trust Services, LLC held 200,483.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $20.96 Mil. This investment constitutes 4.73% of their stock portfolio, and ESL Trust Services, LLC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2019Q4. And since then ESL Trust Services, LLC has made 16 purchases of IJR, at an average price of $83.62, for a total of 216,661.00 shares. In addition, there have been 4 sales at an average price of $109.21 for 16,178.00 shares. Based on historical transaction data and IJR's current price of $113.08, ESL Trust Services, LLC's estimated gain on his IJR holdings is $6.32 Mil, reflecting a 34.89% gain to date.

ESL Trust Services, LLC IJR ($113.08) Holding Chart

ESL Trust Services, LLC IJR ($113.08) 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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