Number of Shares
114,335.00
Current Holdings Value*
$11.70 Mil
% of Portfolio
6.2%
Total Estimate Gain
$3.19 Mil
% of Total Estimate Gain
30.42%

WC Walker & Associates, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2022-12-31, WC Walker & Associates, Inc. held 114,335.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $11.70 Mil. This investment constitutes 6.2% of their stock portfolio, and WC Walker & Associates, Inc. now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2020Q4. And since then WC Walker & Associates, Inc. has made 4 purchases of IJR, at an average price of $84.69, for a total of 123,879.00 shares. In addition, there have been 4 sales at an average price of $105.96 for 9,544.00 shares. Based on historical transaction data and IJR's current price of $110.82, WC Walker & Associates, Inc.'s estimated gain on his IJR holdings is $3.19 Mil, reflecting a 30.42% gain to date.

WC Walker & Associates, Inc. IJR ($110.82) Holding Chart

WC Walker & Associates, Inc. IJR ($110.82) 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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