Number of Shares
145,416.00
Current Holdings Value*
$14.49 Mil
% of Portfolio
3.13%
Total Estimate Gain
$5.71 Mil
% of Total Estimate Gain
40.22%

TimeScale Financial, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2023-06-30, TimeScale Financial, Inc. held 145,416.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $14.49 Mil. This investment constitutes 3.13% of their stock portfolio, and TimeScale Financial, Inc. now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q4. And since then TimeScale Financial, Inc. has made 11 purchases of IJR, at an average price of $76.81, for a total of 184,765.00 shares. In addition, there have been 6 sales at an average price of $88.61 for 39,349.00 shares. Based on historical transaction data and IJR's current price of $112.87, TimeScale Financial, Inc.'s estimated gain on his IJR holdings is $5.71 Mil, reflecting a 40.22% gain to date.

TimeScale Financial, Inc. IJR ($112.87) Holding Chart

TimeScale Financial, Inc. IJR ($112.87) 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 %

Top Ranked Articles

  • 1