Fortis Capital Advisors, LLC IJR Holdings History
Fortis Capital Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Fortis Capital Advisors, LLC held 100,137.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $10.94 Mil. This investment constitutes 1.96% of their stock portfolio, and Fortis Capital Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q4. And since then Fortis Capital Advisors, LLC has made 6 purchases of IJR, at an average price of $111.45, for a total of 114,790.00 shares. In addition, there have been 3 sales at an average price of $111.28 for 14,653.00 shares. Based on historical transaction data and IJR's current price of $112.83, Fortis Capital Advisors, LLC's estimated gain on his IJR holdings is $135,671.71, reflecting a 1.06% gain to date.
Fortis Capital Advisors, LLC IJR ($112.83) Holding Chart
Fortis Capital Advisors, LLC IJR ($112.83) 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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