Evernest Financial Advisors, LLC IJR Holdings History
Evernest Financial Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Evernest Financial Advisors, LLC held 96,527.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $10.09 Mil. This investment constitutes 3.62% of their stock portfolio, and Evernest Financial Advisors, LLC 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 Evernest Financial Advisors, LLC has made 4 purchases of IJR, at an average price of $111.89, for a total of 118,215.00 shares. In addition, there have been 2 sales at an average price of $99.24 for 21,688.00 shares. Based on historical transaction data and IJR's current price of $112.83, Evernest Financial Advisors, LLC's estimated gain on his IJR holdings is $-183,117.05, reflecting a -1.38% gain to date.
Evernest Financial Advisors, LLC IJR ($112.83) Holding Chart
Evernest Financial Advisors, LLC IJR ($112.83) 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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