Number of Shares
5,778.00
Current Holdings Value*
$563,230.00
% of Portfolio
0.32%
Total Estimate Gain
$1.31 Mil
% of Total Estimate Gain
9.45%

Wealth Quarterback LLC's iShares S&P Small-Cap 600 Value ETF Holding Summary

As of 2025-03-31, Wealth Quarterback LLC held 5,778.00 shares of iShares S&P Small-Cap 600 Value ETF(IJS), totaling $563,230.00. This investment constitutes 0.32% of their stock portfolio, and Wealth Quarterback LLC now holds 0.01% of the outstanding iShares S&P Small-Cap 600 Value ETF(IJS) stock.

The initial trade took place in 2019Q4. And since then Wealth Quarterback LLC has made 7 purchases of IJS, at an average price of $93.16, for a total of 148,667.00 shares. In addition, there have been 9 sales at an average price of $102.17 for 142,889.00 shares. Based on historical transaction data and IJS's current price of $97.00, Wealth Quarterback LLC's estimated gain on his IJS holdings is $1.31 Mil, reflecting a 9.45% gain to date.

Wealth Quarterback LLC IJS ($97.00) Holding Chart

Wealth Quarterback LLC IJS ($97.00) 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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