Number of Shares
27,678.00
Current Holdings Value*
$2.76 Mil
% of Portfolio
2.22%
Total Estimate Gain
$574,663.14
% of Total Estimate Gain
14.31%

First National Bank of South Miami's iShares Core S&P Small-Cap ETF Holding Summary

As of 2023-06-30, First National Bank of South Miami held 27,678.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.76 Mil. This investment constitutes 2.22% of their stock portfolio, and First National Bank of South Miami now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q4. And since then First National Bank of South Miami has made 10 purchases of IJR, at an average price of $92.08, for a total of 43,610.00 shares. In addition, there have been 8 sales at an average price of $93.77 for 15,932.00 shares. Based on historical transaction data and IJR's current price of $111.87, First National Bank of South Miami's estimated gain on his IJR holdings is $574,663.14, reflecting a 14.31% gain to date.

First National Bank of South Miami IJR ($111.87) Holding Chart

First National Bank of South Miami IJR ($111.87) 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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