Number of Shares
99,088.00
Current Holdings Value*
$9.66 Mil
% of Portfolio
0.94%
Total Estimate Gain
$-231,865.92
% of Total Estimate Gain
-2.22%

Ethos Financial Group, LLC's iShares S&P Small-Cap 600 Value ETF Holding Summary

As of 2025-03-31, Ethos Financial Group, LLC held 99,088.00 shares of iShares S&P Small-Cap 600 Value ETF(IJS), totaling $9.66 Mil. This investment constitutes 0.94% of their stock portfolio, and Ethos Financial Group, LLC now holds 0.16% of the outstanding iShares S&P Small-Cap 600 Value ETF(IJS) stock.

The initial trade took place in 2025Q1. And since then Ethos Financial Group, LLC has made 1 purchases of IJS, at an average price of $105.50, for a total of 99,088.00 shares. Based on historical transaction data and IJS's current price of $103.16, Ethos Financial Group, LLC's estimated gain on his IJS holdings is $-231,865.92, reflecting a -2.22% gain to date.

Ethos Financial Group, LLC IJS ($103.16) Holding Chart

Ethos Financial Group, LLC IJS ($103.16) 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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