Number of Shares
80,330.00
Current Holdings Value*
$8.40 Mil
% of Portfolio
5.19%
Total Estimate Gain
$699,781.72
% of Total Estimate Gain
6.75%

4Thought Financial Group Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, 4Thought Financial Group Inc. held 80,330.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $8.40 Mil. This investment constitutes 5.19% of their stock portfolio, and 4Thought Financial Group Inc. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2021Q1. And since then 4Thought Financial Group Inc. has made 11 purchases of IJR, at an average price of $102.96, for a total of 100,667.00 shares. In addition, there have been 5 sales at an average price of $102.16 for 20,337.00 shares. Based on historical transaction data and IJR's current price of $111.87, 4Thought Financial Group Inc.'s estimated gain on his IJR holdings is $699,781.72, reflecting a 6.75% gain to date.

4Thought Financial Group Inc. IJR ($111.87) Holding Chart

4Thought Financial Group Inc. IJR ($111.87) 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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