Sherman Asset Management, Inc. IJR Holdings History
Number of Shares
72,878.00
Current Holdings Value*
$7.62 Mil
% of Portfolio
7.28%
Total Estimate Gain
$-565,359.36
% of Total Estimate Gain
-6.41%
Sherman Asset Management, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Sherman Asset Management, Inc. held 72,878.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $7.62 Mil. This investment constitutes 7.28% of their stock portfolio, and Sherman Asset Management, Inc. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $112.84 for 953.00 shares. Based on historical transaction data and IJR's current price of $111.87, Sherman Asset Management, Inc.'s estimated gain on his IJR holdings is $-565,359.36, reflecting a -6.41% gain to date.
Sherman Asset Management, Inc. IJR ($111.87) Holding Chart
Sherman Asset Management, Inc. IJR ($111.87) 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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