Number of Shares
38,880.00
Current Holdings Value*
$3.79 Mil
% of Portfolio
3.78%
Total Estimate Gain
$-271,734.10
% of Total Estimate Gain
-6.31%

FORTRESS FINANCIAL GROUP, LLC's iShares S&P Small-Cap 600 Value ETF Holding Summary

As of 2025-03-31, FORTRESS FINANCIAL GROUP, LLC held 38,880.00 shares of iShares S&P Small-Cap 600 Value ETF(IJS), totaling $3.79 Mil. This investment constitutes 3.78% of their stock portfolio, and FORTRESS FINANCIAL GROUP, LLC now holds 0.06% of the outstanding iShares S&P Small-Cap 600 Value ETF(IJS) stock.

The initial trade took place in 2024Q4. And since then FORTRESS FINANCIAL GROUP, LLC has made 1 purchases of IJS, at an average price of $110.70, for a total of 38,880.00 shares. Based on historical transaction data and IJS's current price of $103.71, FORTRESS FINANCIAL GROUP, LLC's estimated gain on his IJS holdings is $-271,734.10, reflecting a -6.31% gain to date.

FORTRESS FINANCIAL GROUP, LLC IJS ($103.71) Holding Chart

FORTRESS FINANCIAL GROUP, LLC IJS ($103.71) 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 %

Top Ranked Articles

  • 1