Compton Financial Group, LLC IJR Holdings History
Compton Financial Group, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Compton Financial Group, LLC held 18,597.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $1.94 Mil. This investment constitutes 0.56% of their stock portfolio, and Compton Financial Group, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. And since then Compton Financial Group, LLC has made 13 purchases of IJR, at an average price of $88.39, for a total of 258,639.00 shares. In addition, there have been 4 sales at an average price of $111.91 for 240,042.00 shares. Based on historical transaction data and IJR's current price of $114.14, Compton Financial Group, LLC's estimated gain on his IJR holdings is $6.12 Mil, reflecting a 26.78% gain to date.
Compton Financial Group, LLC IJR ($114.14) Holding Chart
Compton Financial Group, LLC IJR ($114.14) 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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