MARINO, STRAM & ASSOCIATES LLC IJR Holdings History
MARINO, STRAM & ASSOCIATES LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, MARINO, STRAM & ASSOCIATES LLC held 118,119.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $12.91 Mil. This investment constitutes 2.6% of their stock portfolio, and MARINO, STRAM & ASSOCIATES LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then MARINO, STRAM & ASSOCIATES LLC has made 20 purchases of IJR, at an average price of $94.84, for a total of 281,114.00 shares. In addition, there have been 10 sales at an average price of $106.76 for 162,995.00 shares. Based on historical transaction data and IJR's current price of $111.87, MARINO, STRAM & ASSOCIATES LLC's estimated gain on his IJR holdings is $3.96 Mil, reflecting a 14.84% gain to date.
MARINO, STRAM & ASSOCIATES LLC IJR ($111.87) Holding Chart
MARINO, STRAM & ASSOCIATES LLC 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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