Number of Shares
104,782.00
Current Holdings Value*
$10.96 Mil
% of Portfolio
6.08%
Total Estimate Gain
$8.44 Mil
% of Total Estimate Gain
90.40%

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 $111.87, PENINSULA ASSET MANAGEMENT INC's estimated gain on his IJR holdings is $8.44 Mil, reflecting a 90.40% gain to date.

PENINSULA ASSET MANAGEMENT INC IJR ($111.87) Holding Chart

PENINSULA ASSET MANAGEMENT INC 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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