Number of Shares
383,825.00
Current Holdings Value*
$26.21 Mil
% of Portfolio
16.82%
Total Estimate Gain
$9.11 Mil
% of Total Estimate Gain
15.42%

Financial Strategy Network, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2020-06-30, Financial Strategy Network, LLC held 383,825.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $26.21 Mil. This investment constitutes 16.82% of their stock portfolio, and Financial Strategy Network, LLC now holds 0.06% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then Financial Strategy Network, LLC has made 4 purchases of IJR, at an average price of $81.88, for a total of 722,031.00 shares. In addition, there have been 5 sales at an average price of $73.87 for 338,206.00 shares. Based on historical transaction data and IJR's current price of $112.69, Financial Strategy Network, LLC's estimated gain on his IJR holdings is $9.11 Mil, reflecting a 15.42% gain to date.

Financial Strategy Network, LLC IJR ($112.69) Holding Chart

Financial Strategy Network, LLC IJR ($112.69) 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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