Number of Shares
165,824.00
Current Holdings Value*
$18.12 Mil
% of Portfolio
12.18%
Total Estimate Gain
$4.96 Mil
% of Total Estimate Gain
30.16%

Fort Henry Capital, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, Fort Henry Capital, LLC held 165,824.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $18.12 Mil. This investment constitutes 12.18% of their stock portfolio, and Fort Henry Capital, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2020Q4. And since then Fort Henry Capital, LLC has made 14 purchases of IJR, at an average price of $85.71, for a total of 192,018.00 shares. In addition, there have been 4 sales at an average price of $109.56 for 26,194.00 shares. Based on historical transaction data and IJR's current price of $111.87, Fort Henry Capital, LLC's estimated gain on his IJR holdings is $4.96 Mil, reflecting a 30.16% gain to date.

Fort Henry Capital, LLC IJR ($111.87) Holding Chart

Fort Henry Capital, 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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