Number of Shares
34,461.00
Current Holdings Value*
$3.22 Mil
% of Portfolio
7.66%
Total Estimate Gain
$251,909.91
% of Total Estimate Gain
8.08%

Julex Capital Management, LLC's iShares U.S. Real Estate ETF Holding Summary

As of 2019-09-30, Julex Capital Management, LLC held 34,461.00 shares of iShares U.S. Real Estate ETF(IYR), totaling $3.22 Mil. This investment constitutes 7.66% of their stock portfolio, and Julex Capital Management, LLC now holds 0.07% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.

The initial trade took place in 2019Q3. And since then Julex Capital Management, LLC has made 1 purchases of IYR, at an average price of $90.48, for a total of 34,461.00 shares. Based on historical transaction data and IYR's current price of $97.79, Julex Capital Management, LLC's estimated gain on his IYR holdings is $251,909.91, reflecting a 8.08% gain to date.

Julex Capital Management, LLC IYR ($97.79) Holding Chart

Julex Capital Management, LLC IYR ($97.79) 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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