Number of Shares
56,324.00
Current Holdings Value*
$5.49 Mil
% of Portfolio
2.45%
Total Estimate Gain
$-339,501.30
% of Total Estimate Gain
-5.37%

SIMS INVESTMENT MANAGEMENT, LLC's iShares S&P Small-Cap 600 Value ETF Holding Summary

As of 2025-03-31, SIMS INVESTMENT MANAGEMENT, LLC held 56,324.00 shares of iShares S&P Small-Cap 600 Value ETF(IJS), totaling $5.49 Mil. This investment constitutes 2.45% of their stock portfolio, and SIMS INVESTMENT MANAGEMENT, LLC now holds 0.09% of the outstanding iShares S&P Small-Cap 600 Value ETF(IJS) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $105.50 for 703.00 shares. Based on historical transaction data and IJS's current price of $104.96, SIMS INVESTMENT MANAGEMENT, LLC's estimated gain on his IJS holdings is $-339,501.30, reflecting a -5.37% gain to date.

SIMS INVESTMENT MANAGEMENT, LLC IJS ($104.96) Holding Chart

SIMS INVESTMENT MANAGEMENT, LLC IJS ($104.96) 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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