InvesTrust IJJ Holdings History
Number of Shares
59,640.00
Current Holdings Value*
$7.37 Mil
% of Portfolio
2.84%
Total Estimate Gain
$-91,295.60
% of Total Estimate Gain
-1.14%
InvesTrust's iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-06-30, InvesTrust held 59,640.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $7.37 Mil. This investment constitutes 2.84% of their stock portfolio, and InvesTrust now holds 0.1% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $119.85 for 2,950.00 shares. Based on historical transaction data and IJJ's current price of $126.61, InvesTrust's estimated gain on his IJJ holdings is $-91,295.60, reflecting a -1.14% gain to date.
InvesTrust IJJ ($126.61) Holding Chart
InvesTrust IJJ ($126.61) 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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