Granite FO LLC IJR Holdings History
Number of Shares
24,730.00
Current Holdings Value*
$2.59 Mil
% of Portfolio
1.47%
Total Estimate Gain
$238,181.00
% of Total Estimate Gain
8.87%
Granite FO LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Granite FO LLC held 24,730.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.59 Mil. This investment constitutes 1.47% of their stock portfolio, and Granite FO LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q4. And since then Granite FO LLC has made 3 purchases of IJR, at an average price of $103.61, for a total of 25,915.00 shares. Based on historical transaction data and IJR's current price of $113.08, Granite FO LLC's estimated gain on his IJR holdings is $238,181.00, reflecting a 8.87% gain to date.
Granite FO LLC IJR ($113.08) Holding Chart
Granite FO LLC IJR ($113.08) 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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