Number of Shares
33,650.00
Current Holdings Value*
$3.52 Mil
% of Portfolio
2.68%
Total Estimate Gain
$-310,791.00
% of Total Estimate Gain
-6.26%

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

As of 2025-03-31, Gallagher Capital Advisors, LLC held 33,650.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.52 Mil. This investment constitutes 2.68% of their stock portfolio, and Gallagher Capital Advisors, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $112.84 for 7,865.00 shares. Based on historical transaction data and IJR's current price of $111.87, Gallagher Capital Advisors, LLC's estimated gain on his IJR holdings is $-310,791.00, reflecting a -6.26% gain to date.

Gallagher Capital Advisors, LLC IJR ($111.87) Holding Chart

Gallagher Capital Advisors, 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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