Number of Shares
1,675.00
Current Holdings Value*
$158,000.00
% of Portfolio
2.71%
Total Estimate Gain
$46,443.23
% of Total Estimate Gain
9.55%

Mutual of America VIP Small Cap Equity Index Portfolio's iShares Core S&P Small-Cap ETF Holding Summary

As of 2023-09-30, Mutual of America VIP Small Cap Equity Index Portfolio held 1,675.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $158,000.00. This investment constitutes 2.71% of their stock portfolio, and Mutual of America VIP Small Cap Equity Index Portfolio now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2020Q1. And since then Mutual of America VIP Small Cap Equity Index Portfolio has made 6 purchases of IJR, at an average price of $92.08, for a total of 5,281.00 shares. In addition, there have been 7 sales at an average price of $95.77 for 3,606.00 shares. Based on historical transaction data and IJR's current price of $111.87, Mutual of America VIP Small Cap Equity Index Portfolio's estimated gain on his IJR holdings is $46,443.23, reflecting a 9.55% gain to date.

Mutual of America VIP Small Cap Equity Index Portfolio IJR ($111.87) Holding Chart

Mutual of America VIP Small Cap Equity Index Portfolio 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 %

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