Number of Shares
95,386.00
Current Holdings Value*
$8.00 Mil
% of Portfolio
4.42%
Total Estimate Gain
$6.50 Mil
% of Total Estimate Gain
92.75%

Torch Wealth Management LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2019-12-31, Torch Wealth Management LLC held 95,386.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $8.00 Mil. This investment constitutes 4.42% of their stock portfolio, and Torch Wealth Management LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2014Q1. And since then Torch Wealth Management LLC has made 9 purchases of IJR, at an average price of $49.09, for a total of 142,726.00 shares. In addition, there have been 6 sales at an average price of $57.96 for 47,340.00 shares. Based on historical transaction data and IJR's current price of $112.82, Torch Wealth Management LLC's estimated gain on his IJR holdings is $6.50 Mil, reflecting a 92.75% gain to date.

Torch Wealth Management LLC IJR ($112.82) Holding Chart

Torch Wealth Management LLC IJR ($112.82) 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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