Number of Shares
8.73 Mil
Current Holdings Value*
$912.51 Mil
% of Portfolio
1.96%
Total Estimate Gain
$218.16 Mil
% of Total Estimate Gain
27.54%

Financial Engines Advisors L.L.C.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Financial Engines Advisors L.L.C. held 8.73 Mil shares of iShares Core S&P Small-Cap ETF(IJR), totaling $912.51 Mil. This investment constitutes 1.96% of their stock portfolio, and Financial Engines Advisors L.L.C. now holds 1.18% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then Financial Engines Advisors L.L.C. has made 23 purchases of IJR, at an average price of $87.45, for a total of 9.06 Mil shares. In addition, there have been 4 sales at an average price of $98.86 for 331,760.00 shares. Based on historical transaction data and IJR's current price of $112.02, Financial Engines Advisors L.L.C.'s estimated gain on his IJR holdings is $218.16 Mil, reflecting a 27.54% gain to date.

Financial Engines Advisors L.L.C. IJR ($112.02) Holding Chart

Financial Engines Advisors L.L.C. IJR ($112.02) 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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