Evensky & Katz LLC IJJ Holdings History
Evensky & Katz LLC's iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-03-31, Evensky & Katz LLC held 592,199.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $70.90 Mil. This investment constitutes 4.76% of their stock portfolio, and Evensky & Katz LLC now holds 0.93% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2013Q4. And since then Evensky & Katz LLC has made 24 purchases of IJJ, at an average price of $67.07, for a total of 1.48 Mil shares. In addition, there have been 13 sales at an average price of $79.61 for 892,761.00 shares. Based on historical transaction data and IJJ's current price of $125.12, Evensky & Katz LLC's estimated gain on his IJJ holdings is $45.57 Mil, reflecting a 45.75% gain to date.
Evensky & Katz LLC IJJ ($125.12) Holding Chart
Evensky & Katz LLC IJJ ($125.12) 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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