Number of Shares
64,878.00
Current Holdings Value*
$5.01 Mil
% of Portfolio
1.81%
Total Estimate Gain
$4.13 Mil
% of Total Estimate Gain
84.83%

Winfield Associates, Inc.'s iShares S&P Mid-Cap 400 Growth ETF Holding Summary

As of 2022-03-31, Winfield Associates, Inc. held 64,878.00 shares of iShares S&P Mid-Cap 400 Growth ETF(IJK), totaling $5.01 Mil. This investment constitutes 1.81% of their stock portfolio, and Winfield Associates, Inc. now holds 0.07% of the outstanding iShares S&P Mid-Cap 400 Growth ETF(IJK) stock.

The initial trade took place in 2014Q1. And since then Winfield Associates, Inc. has made 13 purchases of IJK, at an average price of $40.35, for a total of 120,588.00 shares. In addition, there have been 9 sales at an average price of $53.01 for 55,710.00 shares. Based on historical transaction data and IJK's current price of $93.10, Winfield Associates, Inc.'s estimated gain on his IJK holdings is $4.13 Mil, reflecting a 84.83% gain to date.

Winfield Associates, Inc. IJK ($93.10) Holding Chart

Winfield Associates, Inc. IJK ($93.10) 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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