Number of Shares
11,957.00
Current Holdings Value*
$855,730.00
% of Portfolio
0.16%
Total Estimate Gain
$69,647.04
% of Total Estimate Gain
4.54%

SCHMIDT P J INVESTMENT MANAGEMENT INC's iShares U.S. Consumer Staples ETF Holding Summary

As of 2025-03-31, SCHMIDT P J INVESTMENT MANAGEMENT INC held 11,957.00 shares of iShares U.S. Consumer Staples ETF(IYK), totaling $855,730.00. This investment constitutes 0.16% of their stock portfolio, and SCHMIDT P J INVESTMENT MANAGEMENT INC now holds 0.05% of the outstanding iShares U.S. Consumer Staples ETF(IYK) stock.

The initial trade took place in 2022Q2. And since then SCHMIDT P J INVESTMENT MANAGEMENT INC has made 5 purchases of IYK, at an average price of $66.07, for a total of 23,239.00 shares. In addition, there have been 7 sales at an average price of $67.67 for 11,282.00 shares. Based on historical transaction data and IYK's current price of $70.39, SCHMIDT P J INVESTMENT MANAGEMENT INC's estimated gain on his IYK holdings is $69,647.04, reflecting a 4.54% gain to date.

SCHMIDT P J INVESTMENT MANAGEMENT INC IYK ($70.39) Holding Chart

SCHMIDT P J INVESTMENT MANAGEMENT INC IYK ($70.39) 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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