Harbor Group, Inc. IJR Holdings History

Number of Shares
182,659.00
Current Holdings Value*
$19.96 Mil
% of Portfolio
3.54%
Total Estimate Gain
$4.94 Mil
% of Total Estimate Gain
25.05%

Harbor Group, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, Harbor Group, Inc. held 182,659.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $19.96 Mil. This investment constitutes 3.54% of their stock portfolio, and Harbor Group, Inc. now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2020Q4. And since then Harbor Group, Inc. has made 13 purchases of IJR, at an average price of $89.24, for a total of 220,804.00 shares. In addition, there have been 5 sales at an average price of $110.30 for 38,145.00 shares. Based on historical transaction data and IJR's current price of $111.87, Harbor Group, Inc.'s estimated gain on his IJR holdings is $4.94 Mil, reflecting a 25.05% gain to date.

Harbor Group, Inc. IJR ($111.87) Holding Chart

Harbor Group, 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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