Mullooly Asset Management, Inc. IJR Holdings History
Number of Shares
154,128.00
Current Holdings Value*
$16.12 Mil
% of Portfolio
7.31%
Total Estimate Gain
$-209,614.08
% of Total Estimate Gain
-1.21%
Mullooly Asset Management, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Mullooly Asset Management, Inc. held 154,128.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $16.12 Mil. This investment constitutes 7.31% of their stock portfolio, and Mullooly Asset Management, Inc. now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IJR's current price of $111.48, Mullooly Asset Management, Inc.'s estimated gain on his IJR holdings is $-209,614.08, reflecting a -1.21% gain to date.
Mullooly Asset Management, Inc. IJR ($111.48) Holding Chart
Mullooly Asset Management, Inc. IJR ($111.48) 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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