Number of Shares
89,476.00
Current Holdings Value*
$9.78 Mil
% of Portfolio
5.43%
Total Estimate Gain
$466,475.61
% of Total Estimate Gain
4.84%

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

As of 2025-06-30, BRIGHT FINANCIAL ADVISORS, INC. held 89,476.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $9.78 Mil. This investment constitutes 5.43% of their stock portfolio, and BRIGHT FINANCIAL ADVISORS, INC. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2024Q2. And since then BRIGHT FINANCIAL ADVISORS, INC. has made 5 purchases of IJR, at an average price of $107.62, for a total of 89,476.00 shares. Based on historical transaction data and IJR's current price of $112.83, BRIGHT FINANCIAL ADVISORS, INC.'s estimated gain on his IJR holdings is $466,475.61, reflecting a 4.84% gain to date.

BRIGHT FINANCIAL ADVISORS, INC. IJR ($112.83) Holding Chart

BRIGHT FINANCIAL ADVISORS, 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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