Steele Capital Management, Inc. IJR Holdings History
Steele Capital Management, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Steele Capital Management, Inc. held 769,082.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $80.42 Mil. This investment constitutes 4.19% of their stock portfolio, and Steele Capital Management, Inc. now holds 0.1% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q4. And since then Steele Capital Management, Inc. has made 5 purchases of IJR, at an average price of $100.37, for a total of 769,082.00 shares. Based on historical transaction data and IJR's current price of $112.69, Steele Capital Management, Inc.'s estimated gain on his IJR holdings is $9.48 Mil, reflecting a 12.28% gain to date.
Steele Capital Management, Inc. IJR ($112.69) Holding Chart
Steele Capital Management, Inc. IJR ($112.69) 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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