Number of Shares
118,119.00
Current Holdings Value*
$12.91 Mil
% of Portfolio
2.6%
Total Estimate Gain
$4.07 Mil
% of Total Estimate Gain
15.26%

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 $112.83, MARINO, STRAM & ASSOCIATES LLC's estimated gain on his IJR holdings is $4.07 Mil, reflecting a 15.26% gain to date.

MARINO, STRAM & ASSOCIATES LLC IJR ($112.83) Holding Chart

MARINO, STRAM & ASSOCIATES LLC IJR ($112.83) 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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