Number of Shares
217,594.00
Current Holdings Value*
$21.80 Mil
% of Portfolio
1.85%
Total Estimate Gain
$5.76 Mil
% of Total Estimate Gain
10.32%

FOUNDERS FINANCIAL SECURITIES LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, FOUNDERS FINANCIAL SECURITIES LLC held 217,594.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $21.80 Mil. This investment constitutes 1.85% of their stock portfolio, and FOUNDERS FINANCIAL SECURITIES LLC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2015Q3. And since then FOUNDERS FINANCIAL SECURITIES LLC has made 19 purchases of IJR, at an average price of $83.14, for a total of 670,738.00 shares. In addition, there have been 10 sales at an average price of $82.06 for 453,144.00 shares. Based on historical transaction data and IJR's current price of $111.87, FOUNDERS FINANCIAL SECURITIES LLC's estimated gain on his IJR holdings is $5.76 Mil, reflecting a 10.32% gain to date.

FOUNDERS FINANCIAL SECURITIES LLC IJR ($111.87) Holding Chart

FOUNDERS FINANCIAL SECURITIES LLC 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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