Number of Shares
8.96 Mil
Current Holdings Value*
$936.92 Mil
% of Portfolio
8.98%
Total Estimate Gain
$381.68 Mil
% of Total Estimate Gain
40.27%

First Command Advisory Services, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, First Command Advisory Services, Inc. held 8.96 Mil shares of iShares Core S&P Small-Cap ETF(IJR), totaling $936.92 Mil. This investment constitutes 8.98% of their stock portfolio, and First Command Advisory Services, Inc. now holds 1.22% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then First Command Advisory Services, Inc. has made 22 purchases of IJR, at an average price of $78.94, for a total of 12.01 Mil shares. In addition, there have been 6 sales at an average price of $104.58 for 3.05 Mil shares. Based on historical transaction data and IJR's current price of $112.82, First Command Advisory Services, Inc.'s estimated gain on his IJR holdings is $381.68 Mil, reflecting a 40.27% gain to date.

First Command Advisory Services, Inc. IJR ($112.82) Holding Chart

First Command Advisory Services, Inc. IJR ($112.82) 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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