GUIDANCE CAPITAL, INC IJR Holdings History

Number of Shares
2,322.00
Current Holdings Value*
$239,230.00
% of Portfolio
0.07%
Total Estimate Gain
$7.89 Mil
% of Total Estimate Gain
10.51%

GUIDANCE CAPITAL, INC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, GUIDANCE CAPITAL, INC held 2,322.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $239,230.00. This investment constitutes 0.07% of their stock portfolio, and GUIDANCE CAPITAL, INC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2023Q2. And since then GUIDANCE CAPITAL, INC has made 2 purchases of IJR, at an average price of $95.97, for a total of 781,775.00 shares. In addition, there have been 5 sales at an average price of $106.04 for 779,453.00 shares. Based on historical transaction data and IJR's current price of $111.87, GUIDANCE CAPITAL, INC's estimated gain on his IJR holdings is $7.89 Mil, reflecting a 10.51% gain to date.

GUIDANCE CAPITAL, INC IJR ($111.87) Holding Chart

GUIDANCE CAPITAL, INC 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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