BIRCHBROOK, INC. IJR Holdings History

Number of Shares
34,781.00
Current Holdings Value*
$3.64 Mil
% of Portfolio
2.04%
Total Estimate Gain
$591,392.97
% of Total Estimate Gain
15.86%

BIRCHBROOK, INC.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, BIRCHBROOK, INC. held 34,781.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.64 Mil. This investment constitutes 2.04% of their stock portfolio, and BIRCHBROOK, INC. now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2023Q4. And since then BIRCHBROOK, INC. has made 2 purchases of IJR, at an average price of $97.09, for a total of 38,402.00 shares. In addition, there have been 3 sales at an average price of $109.24 for 3,621.00 shares. Based on historical transaction data and IJR's current price of $112.83, BIRCHBROOK, INC.'s estimated gain on his IJR holdings is $591,392.97, reflecting a 15.86% gain to date.

BIRCHBROOK, INC. IJR ($112.83) Holding Chart

BIRCHBROOK, INC. IJR ($112.83) 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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