Number of Shares
40,958.00
Current Holdings Value*
$4.00 Mil
% of Portfolio
1.6%
Total Estimate Gain
$85,651.41
% of Total Estimate Gain
1.93%

Eley Financial Management, Inc's iShares S&P Small-Cap 600 Value ETF Holding Summary

As of 2025-03-31, Eley Financial Management, Inc held 40,958.00 shares of iShares S&P Small-Cap 600 Value ETF(IJS), totaling $4.00 Mil. This investment constitutes 1.6% of their stock portfolio, and Eley Financial Management, Inc now holds 0.06% of the outstanding iShares S&P Small-Cap 600 Value ETF(IJS) stock.

The initial trade took place in 2024Q1. And since then Eley Financial Management, Inc has made 3 purchases of IJS, at an average price of $100.19, for a total of 44,330.00 shares. In addition, there have been 2 sales at an average price of $99.38 for 3,372.00 shares. Based on historical transaction data and IJS's current price of $102.35, Eley Financial Management, Inc's estimated gain on his IJS holdings is $85,651.41, reflecting a 1.93% gain to date.

Eley Financial Management, Inc IJS ($102.35) Holding Chart

Eley Financial Management, Inc IJS ($102.35) 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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