Number of Shares
193,941.00
Current Holdings Value*
$12.06 Mil
% of Portfolio
5.87%
Total Estimate Gain
$256,365.80
% of Total Estimate Gain
1.82%

Family Office Research LLC's iShares U.S. Small-Cap Equity Factor ETF Holding Summary

As of 2025-03-31, Family Office Research LLC held 193,941.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $12.06 Mil. This investment constitutes 5.87% of their stock portfolio, and Family Office Research LLC now holds 0.75% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $67.26 for 9,056.00 shares. Based on historical transaction data and SMLF's current price of $70.76, Family Office Research LLC's estimated gain on his SMLF holdings is $256,365.80, reflecting a 1.82% gain to date.

Family Office Research LLC SMLF ($70.76) Holding Chart

Family Office Research LLC SMLF ($70.76) 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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