Number of Shares
37,266.00
Current Holdings Value*
$3.90 Mil
% of Portfolio
3.01%
Total Estimate Gain
$329,172.51
% of Total Estimate Gain
7.23%

Campion Asset Management's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Campion Asset Management held 37,266.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.90 Mil. This investment constitutes 3.01% of their stock portfolio, and Campion Asset Management now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2021Q1. And since then Campion Asset Management has made 12 purchases of IJR, at an average price of $104.44, for a total of 43,581.00 shares. In addition, there have been 4 sales at an average price of $105.55 for 6,315.00 shares. Based on historical transaction data and IJR's current price of $113.08, Campion Asset Management's estimated gain on his IJR holdings is $329,172.51, reflecting a 7.23% gain to date.

Campion Asset Management IJR ($113.08) Holding Chart

Campion Asset Management IJR ($113.08) 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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