Number of Shares
138,181.00
Current Holdings Value*
$14.45 Mil
% of Portfolio
4.12%
Total Estimate Gain
$3.79 Mil
% of Total Estimate Gain
25.57%

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

As of 2025-03-31, Guidance Point Advisors, LLC held 138,181.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $14.45 Mil. This investment constitutes 4.12% of their stock portfolio, and Guidance Point Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q4. And since then Guidance Point Advisors, LLC has made 15 purchases of IJR, at an average price of $86.11, for a total of 172,238.00 shares. In addition, there have been 11 sales at an average price of $88.56 for 34,057.00 shares. Based on historical transaction data and IJR's current price of $112.95, Guidance Point Advisors, LLC's estimated gain on his IJR holdings is $3.79 Mil, reflecting a 25.57% gain to date.

Guidance Point Advisors, LLC IJR ($112.95) Holding Chart

Guidance Point Advisors, LLC IJR ($112.95) 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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