SMITH, MOORE & CO. IJR Holdings History

Number of Shares
209,058.00
Current Holdings Value*
$21.86 Mil
% of Portfolio
2.02%
Total Estimate Gain
$10.59 Mil
% of Total Estimate Gain
57.61%

SMITH, MOORE & CO.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, SMITH, MOORE & CO. held 209,058.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $21.86 Mil. This investment constitutes 2.02% of their stock portfolio, and SMITH, MOORE & CO. now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2014Q1. And since then SMITH, MOORE & CO. has made 29 purchases of IJR, at an average price of $64.16, for a total of 286,564.00 shares. In addition, there have been 7 sales at an average price of $80.55 for 77,506.00 shares. Based on historical transaction data and IJR's current price of $108.75, SMITH, MOORE & CO.'s estimated gain on his IJR holdings is $10.59 Mil, reflecting a 57.61% gain to date.

SMITH, MOORE & CO. IJR ($108.75) Holding Chart

SMITH, MOORE & CO. IJR ($108.75) 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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