Number of Shares
47,107.00
Current Holdings Value*
$4.93 Mil
% of Portfolio
3.87%
Total Estimate Gain
$589,203.58
% of Total Estimate Gain
12.45%

MidAtlantic Capital Management, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, MidAtlantic Capital Management, Inc. held 47,107.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $4.93 Mil. This investment constitutes 3.87% of their stock portfolio, and MidAtlantic Capital Management, Inc. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2023Q4. And since then MidAtlantic Capital Management, Inc. has made 3 purchases of IJR, at an average price of $100.32, for a total of 47,163.00 shares. Based on historical transaction data and IJR's current price of $112.82, MidAtlantic Capital Management, Inc.'s estimated gain on his IJR holdings is $589,203.58, reflecting a 12.45% gain to date.

MidAtlantic Capital Management, Inc. IJR ($112.82) Holding Chart

MidAtlantic Capital Management, Inc. IJR ($112.82) 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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