Moreno Evelyn V IJR Holdings History

Number of Shares
32,903.00
Current Holdings Value*
$3.56 Mil
% of Portfolio
1.68%
Total Estimate Gain
$3.61 Mil
% of Total Estimate Gain
25.09%

Moreno Evelyn V's iShares Core S&P Small-Cap ETF Holding Summary

As of 2023-12-31, Moreno Evelyn V held 32,903.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.56 Mil. This investment constitutes 1.68% of their stock portfolio, and Moreno Evelyn V now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2014Q1. And since then Moreno Evelyn V has made 11 purchases of IJR, at an average price of $77.99, for a total of 184,655.00 shares. In addition, there have been 19 sales at an average price of $94.61 for 151,752.00 shares. Based on historical transaction data and IJR's current price of $111.16, Moreno Evelyn V's estimated gain on his IJR holdings is $3.61 Mil, reflecting a 25.09% gain to date.

Moreno Evelyn V IJR ($111.16) Holding Chart

Moreno Evelyn V IJR ($111.16) 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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