Number of Shares
18,597.00
Current Holdings Value*
$1.94 Mil
% of Portfolio
0.56%
Total Estimate Gain
$6.10 Mil
% of Total Estimate Gain
26.69%

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 $112.95, Compton Financial Group, LLC's estimated gain on his IJR holdings is $6.10 Mil, reflecting a 26.69% gain to date.

Compton Financial Group, LLC IJR ($112.95) Holding Chart

Compton Financial Group, LLC IJR ($112.95) 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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