Number of Shares
156,208.00
Current Holdings Value*
$8.77 Mil
% of Portfolio
4.01%
Total Estimate Gain
$9.33 Mil
% of Total Estimate Gain
84.71%

Stratford Consulting, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2020-03-31, Stratford Consulting, LLC held 156,208.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $8.77 Mil. This investment constitutes 4.01% of their stock portfolio, and Stratford Consulting, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2013Q4. And since then Stratford Consulting, LLC has made 14 purchases of IJR, at an average price of $56.36, for a total of 195,400.00 shares. In addition, there have been 4 sales at an average price of $74.23 for 39,192.00 shares. Based on historical transaction data and IJR's current price of $111.61, Stratford Consulting, LLC's estimated gain on his IJR holdings is $9.33 Mil, reflecting a 84.71% gain to date.

Stratford Consulting, LLC IJR ($111.61) Holding Chart

Stratford Consulting, LLC IJR ($111.61) 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 %

Top Ranked Articles

  • 1