Number of Shares
21,994.00
Current Holdings Value*
$2.30 Mil
% of Portfolio
0.72%
Total Estimate Gain
$10,706.47
% of Total Estimate Gain
0.13%

Midwest Professional Planners, LTD.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Midwest Professional Planners, LTD. held 21,994.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.30 Mil. This investment constitutes 0.72% of their stock portfolio, and Midwest Professional Planners, LTD. now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then Midwest Professional Planners, LTD. has made 5 purchases of IJR, at an average price of $104.70, for a total of 81,089.00 shares. In addition, there have been 6 sales at an average price of $101.77 for 59,095.00 shares. Based on historical transaction data and IJR's current price of $113.08, Midwest Professional Planners, LTD.'s estimated gain on his IJR holdings is $10,706.47, reflecting a 0.13% gain to date.

Midwest Professional Planners, LTD. IJR ($113.08) Holding Chart

Midwest Professional Planners, LTD. 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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