Number of Shares
105,555.00
Current Holdings Value*
$11.04 Mil
% of Portfolio
5.88%
Total Estimate Gain
$75,826.56
% of Total Estimate Gain
0.44%

Econ Financial Services Corp's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Econ Financial Services Corp held 105,555.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $11.04 Mil. This investment constitutes 5.88% of their stock portfolio, and Econ Financial Services Corp now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2021Q4. And since then Econ Financial Services Corp has made 11 purchases of IJR, at an average price of $107.58, for a total of 160,613.00 shares. In addition, there have been 3 sales at an average price of $105.67 for 55,058.00 shares. Based on historical transaction data and IJR's current price of $109.29, Econ Financial Services Corp's estimated gain on his IJR holdings is $75,826.56, reflecting a 0.44% gain to date.

Econ Financial Services Corp IJR ($109.29) Holding Chart

Econ Financial Services Corp IJR ($109.29) 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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