Number of Shares
66,618.00
Current Holdings Value*
$7.41 Mil
% of Portfolio
3.74%
Total Estimate Gain
$940,591.05
% of Total Estimate Gain
13.88%

Hiley Hunt Wealth Management's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, Hiley Hunt Wealth Management held 66,618.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $7.41 Mil. This investment constitutes 3.74% of their stock portfolio, and Hiley Hunt Wealth Management now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2023Q4. And since then Hiley Hunt Wealth Management has made 4 purchases of IJR, at an average price of $97.83, for a total of 69,285.00 shares. In addition, there have been 2 sales at an average price of $107.50 for 2,667.00 shares. Based on historical transaction data and IJR's current price of $111.56, Hiley Hunt Wealth Management's estimated gain on his IJR holdings is $940,591.05, reflecting a 13.88% gain to date.

Hiley Hunt Wealth Management IJR ($111.56) Holding Chart

Hiley Hunt Wealth Management IJR ($111.56) 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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