Number of Shares
181,803.00
Current Holdings Value*
$20.56 Mil
% of Portfolio
3.69%
Total Estimate Gain
$2.17 Mil
% of Total Estimate Gain
10.91%

FINANCIAL MANAGEMENT NETWORK INC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, FINANCIAL MANAGEMENT NETWORK INC held 181,803.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $20.56 Mil. This investment constitutes 3.69% of their stock portfolio, and FINANCIAL MANAGEMENT NETWORK INC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2020Q4. And since then FINANCIAL MANAGEMENT NETWORK INC has made 16 purchases of IJR, at an average price of $101.99, for a total of 194,797.00 shares. In addition, there have been 3 sales at an average price of $102.77 for 12,994.00 shares. Based on historical transaction data and IJR's current price of $113.85, FINANCIAL MANAGEMENT NETWORK INC's estimated gain on his IJR holdings is $2.17 Mil, reflecting a 10.91% gain to date.

FINANCIAL MANAGEMENT NETWORK INC IJR ($113.85) Holding Chart

FINANCIAL MANAGEMENT NETWORK INC IJR ($113.85) 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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