Number of Shares
41,344.00
Current Holdings Value*
$4.32 Mil
% of Portfolio
1.96%
Total Estimate Gain
$-189,657.46
% of Total Estimate Gain
-3.03%

Mechanics Financial Corp's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Mechanics Financial Corp held 41,344.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $4.32 Mil. This investment constitutes 1.96% of their stock portfolio, and Mechanics Financial Corp now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2021Q4. And since then Mechanics Financial Corp has made 5 purchases of IJR, at an average price of $112.28, for a total of 55,745.00 shares. In addition, there have been 8 sales at an average price of $100.28 for 14,401.00 shares. Based on historical transaction data and IJR's current price of $111.87, Mechanics Financial Corp's estimated gain on his IJR holdings is $-189,657.46, reflecting a -3.03% gain to date.

Mechanics Financial Corp IJR ($111.87) Holding Chart

Mechanics Financial Corp 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 %

Top Ranked Articles

  • 1