Number of Shares
65,079.00
Current Holdings Value*
$7.19 Mil
% of Portfolio
2.57%
Total Estimate Gain
$2.56 Mil
% of Total Estimate Gain
38.81%

SUMMIT FINANCIAL GROUP, INC.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2024-03-31, SUMMIT FINANCIAL GROUP, INC. held 65,079.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $7.19 Mil. This investment constitutes 2.57% of their stock portfolio, and SUMMIT FINANCIAL GROUP, INC. now holds -% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2019Q2. And since then SUMMIT FINANCIAL GROUP, INC. has made 8 purchases of IJR, at an average price of $78.82, for a total of 83,670.00 shares. In addition, there have been 12 sales at an average price of $97.50 for 18,591.00 shares. Based on historical transaction data and IJR's current price of $112.82, SUMMIT FINANCIAL GROUP, INC.'s estimated gain on his IJR holdings is $2.56 Mil, reflecting a 38.81% gain to date.

SUMMIT FINANCIAL GROUP, INC. IJR ($112.82) Holding Chart

SUMMIT FINANCIAL GROUP, INC. IJR ($112.82) 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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