Number of Shares
13,497.00
Current Holdings Value*
$1.48 Mil
% of Portfolio
1.3%
Total Estimate Gain
$-32,486.09
% of Total Estimate Gain
-2.07%

FIDUCIARY ADVISORS, INC.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, FIDUCIARY ADVISORS, INC. held 13,497.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $1.48 Mil. This investment constitutes 1.3% of their stock portfolio, and FIDUCIARY ADVISORS, INC. now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2024Q4. And since then FIDUCIARY ADVISORS, INC. has made 1 purchases of IJR, at an average price of $114.25, for a total of 13,732.00 shares. In addition, there have been 1 sales at an average price of $112.84 for 235.00 shares. Based on historical transaction data and IJR's current price of $111.87, FIDUCIARY ADVISORS, INC.'s estimated gain on his IJR holdings is $-32,486.09, reflecting a -2.07% gain to date.

FIDUCIARY ADVISORS, INC. IJR ($111.87) Holding Chart

FIDUCIARY ADVISORS, INC. IJR ($111.87) 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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