CBM Financial, LLC IJR Holdings History
Number of Shares
44,554.00
Current Holdings Value*
$4.80 Mil
% of Portfolio
3.9%
Total Estimate Gain
$12,475.12
% of Total Estimate Gain
0.25%
CBM Financial, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, CBM Financial, LLC held 44,554.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $4.80 Mil. This investment constitutes 3.9% of their stock portfolio, and CBM Financial, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IJR's current price of $113.12, CBM Financial, LLC's estimated gain on his IJR holdings is $12,475.12, reflecting a 0.25% gain to date.
CBM Financial, LLC IJR ($113.12) Holding Chart
CBM Financial, LLC IJR ($113.12) 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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