Number of Shares
47,613.00
Current Holdings Value*
$5.28 Mil
% of Portfolio
3.38%
Total Estimate Gain
$91,059.16
% of Total Estimate Gain
0.87%

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP held 47,613.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $5.28 Mil. This investment constitutes 3.38% of their stock portfolio, and AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2021Q4. And since then AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has made 8 purchases of IJR, at an average price of $104.94, for a total of 99,768.00 shares. In addition, there have been 6 sales at an average price of $99.94 for 52,155.00 shares. Based on historical transaction data and IJR's current price of $112.32, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's estimated gain on his IJR holdings is $91,059.16, reflecting a 0.87% gain to date.

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP IJR ($112.32) Holding Chart

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP IJR ($112.32) 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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