PENINSULA ASSET MANAGEMENT INC IJR Holdings History
PENINSULA ASSET MANAGEMENT INC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, PENINSULA ASSET MANAGEMENT INC held 104,782.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $10.96 Mil. This investment constitutes 6.08% of their stock portfolio, and PENINSULA ASSET MANAGEMENT INC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2013Q4. And since then PENINSULA ASSET MANAGEMENT INC has made 17 purchases of IJR, at an average price of $50.87, for a total of 183,640.00 shares. In addition, there have been 20 sales at an average price of $76.89 for 78,858.00 shares. Based on historical transaction data and IJR's current price of $111.82, PENINSULA ASSET MANAGEMENT INC's estimated gain on his IJR holdings is $8.44 Mil, reflecting a 90.35% gain to date.
PENINSULA ASSET MANAGEMENT INC IJR ($111.82) Holding Chart
PENINSULA ASSET MANAGEMENT INC IJR ($111.82) 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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