Capitol Family Office, Inc. IJR Holdings History
Number of Shares
64,013.00
Current Holdings Value*
$6.69 Mil
% of Portfolio
9.47%
Total Estimate Gain
$-62,092.61
% of Total Estimate Gain
-0.86%
Capitol Family Office, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Capitol Family Office, Inc. held 64,013.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $6.69 Mil. This investment constitutes 9.47% of their stock portfolio, and Capitol Family Office, Inc. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2025Q1. And since then Capitol Family Office, Inc. has made 1 purchases of IJR, at an average price of $112.84, for a total of 64,013.00 shares. Based on historical transaction data and IJR's current price of $111.87, Capitol Family Office, Inc.'s estimated gain on his IJR holdings is $-62,092.61, reflecting a -0.86% gain to date.
Capitol Family Office, Inc. IJR ($111.87) Holding Chart
Capitol Family Office, Inc. IJR ($111.87) 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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