Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$1.88 Mil
% of Total Estimate Gain
8.32%

Select Asset Management & Trust's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Select Asset Management & Trust held - shares of iShares Core S&P Small-Cap ETF(IJR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Select Asset Management & Trust now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2021Q1. And since then Select Asset Management & Trust has made 10 purchases of IJR, at an average price of $101.74, for a total of 221,954.00 shares. In addition, there have been 7 sales at an average price of $110.21 for 221,954.00 shares. Based on historical transaction data and IJR's current price of $112.02, Select Asset Management & Trust's estimated gain on his IJR holdings is $1.88 Mil, reflecting a 8.32% gain to date.

Select Asset Management & Trust IJR ($112.02) Holding Chart

Select Asset Management & Trust IJR ($112.02) 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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