Number of Shares
94,299.00
Current Holdings Value*
$10.30 Mil
% of Portfolio
2.71%
Total Estimate Gain
$3.67 Mil
% of Total Estimate Gain
27.94%

MANAGED ACCOUNT SERVICES INC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2021-09-30, MANAGED ACCOUNT SERVICES INC held 94,299.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $10.30 Mil. This investment constitutes 2.71% of their stock portfolio, and MANAGED ACCOUNT SERVICES INC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then MANAGED ACCOUNT SERVICES INC has made 4 purchases of IJR, at an average price of $77.90, for a total of 168,797.00 shares. In addition, there have been 10 sales at an average price of $82.68 for 74,498.00 shares. Based on historical transaction data and IJR's current price of $113.08, MANAGED ACCOUNT SERVICES INC's estimated gain on his IJR holdings is $3.67 Mil, reflecting a 27.94% gain to date.

MANAGED ACCOUNT SERVICES INC IJR ($113.08) Holding Chart

MANAGED ACCOUNT SERVICES INC 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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