Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-123,231.80
% of Total Estimate Gain
-7.06%

Global Financial Private Client, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, Global Financial Private Client, LLC held - shares of iShares Core S&P Small-Cap ETF(IJR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Global Financial Private Client, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2019Q4. And since then Global Financial Private Client, LLC has made 16 purchases of IJR, at an average price of $109.63, for a total of 15,929.00 shares. In addition, there have been 6 sales at an average price of $101.89 for 15,929.00 shares. Based on historical transaction data and IJR's current price of $111.87, Global Financial Private Client, LLC's estimated gain on his IJR holdings is $-123,231.80, reflecting a -7.06% gain to date.

Global Financial Private Client, LLC IJR ($111.87) Holding Chart

Global Financial Private Client, 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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