CFC Planning Co LLC IJS Holdings History
CFC Planning Co LLC's iShares S&P Small-Cap 600 Value ETF Holding Summary
As of 2025-03-31, CFC Planning Co LLC held 13,844.00 shares of iShares S&P Small-Cap 600 Value ETF(IJS), totaling $1.35 Mil. This investment constitutes 1.48% of their stock portfolio, and CFC Planning Co LLC now holds 0.02% of the outstanding iShares S&P Small-Cap 600 Value ETF(IJS) stock.
The initial trade took place in 2025Q1. And since then CFC Planning Co LLC has made 1 purchases of IJS, at an average price of $105.50, for a total of 13,844.00 shares. Based on historical transaction data and IJS's current price of $103.65, CFC Planning Co LLC's estimated gain on his IJS holdings is $-25,611.40, reflecting a -1.75% gain to date.
CFC Planning Co LLC IJS ($103.65) Holding Chart
CFC Planning Co LLC IJS ($103.65) 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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