LILLEY & CO IJR Holdings History

Number of Shares
106,546.00
Current Holdings Value*
$5.97 Mil
% of Portfolio
2.9%
Total Estimate Gain
$7.82 Mil
% of Total Estimate Gain
183.54%

LILLEY & CO's iShares Core S&P Small-Cap ETF Holding Summary

As of 2014-06-30, LILLEY & CO held 106,546.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $5.97 Mil. This investment constitutes 2.9% of their stock portfolio, and LILLEY & CO now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2013Q2. And since then LILLEY & CO has made 3 purchases of IJR, at an average price of $39.73, for a total of 107,182.00 shares. In addition, there have been 1 sales at an average price of $42.71 for 636.00 shares. Based on historical transaction data and IJR's current price of $113.08, LILLEY & CO's estimated gain on his IJR holdings is $7.82 Mil, reflecting a 183.54% gain to date.

LILLEY & CO IJR ($113.08) Holding Chart

LILLEY & CO IJR ($113.08) 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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