Alpha Financial Partners, LLC IJR Holdings History
Alpha Financial Partners, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Alpha Financial Partners, LLC held 33,495.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.50 Mil. This investment constitutes 2.81% of their stock portfolio, and Alpha Financial Partners, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q4. And since then Alpha Financial Partners, LLC has made 6 purchases of IJR, at an average price of $108.68, for a total of 61,452.00 shares. In addition, there have been 3 sales at an average price of $111.76 for 27,957.00 shares. Based on historical transaction data and IJR's current price of $112.87, Alpha Financial Partners, LLC's estimated gain on his IJR holdings is $226,295.90, reflecting a 3.39% gain to date.
Alpha Financial Partners, LLC IJR ($112.87) Holding Chart
Alpha Financial Partners, LLC IJR ($112.87) 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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