Fortress Financial Solutions, LLC IJR Holdings History
Fortress Financial Solutions, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Fortress Financial Solutions, LLC held 24,740.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.59 Mil. This investment constitutes 3.74% of their stock portfolio, and Fortress Financial Solutions, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. And since then Fortress Financial Solutions, LLC has made 1 purchases of IJR, at an average price of $119.42, for a total of 24,740.00 shares. Based on historical transaction data and IJR's current price of $111.87, Fortress Financial Solutions, LLC's estimated gain on his IJR holdings is $-186,774.30, reflecting a -6.32% gain to date.
Fortress Financial Solutions, LLC IJR ($111.87) Holding Chart
Fortress Financial Solutions, 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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