Number of Shares
459,024.00
Current Holdings Value*
$54.96 Mil
% of Portfolio
4.16%
Total Estimate Gain
$18.79 Mil
% of Total Estimate Gain
45.28%

Willis Johnson & Associates, Inc.'s iShares S&P Mid-Cap 400 Value ETF Holding Summary

As of 2025-03-31, Willis Johnson & Associates, Inc. held 459,024.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $54.96 Mil. This investment constitutes 4.16% of their stock portfolio, and Willis Johnson & Associates, Inc. now holds 0.72% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.

The initial trade took place in 2020Q4. And since then Willis Johnson & Associates, Inc. has made 14 purchases of IJJ, at an average price of $86.65, for a total of 478,813.00 shares. In addition, there have been 3 sales at an average price of $97.25 for 19,789.00 shares. Based on historical transaction data and IJJ's current price of $127.12, Willis Johnson & Associates, Inc.'s estimated gain on his IJJ holdings is $18.79 Mil, reflecting a 45.28% gain to date.

Willis Johnson & Associates, Inc. IJJ ($127.12) Holding Chart

Willis Johnson & Associates, Inc. IJJ ($127.12) 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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