Number of Shares
228,761.00
Current Holdings Value*
$23.92 Mil
% of Portfolio
9.05%
Total Estimate Gain
$8.37 Mil
% of Total Estimate Gain
21.92%

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

As of 2025-03-31, Horan Securities, Inc. held 228,761.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $23.92 Mil. This investment constitutes 9.05% of their stock portfolio, and Horan Securities, Inc. now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then Horan Securities, Inc. has made 19 purchases of IJR, at an average price of $88.19, for a total of 433,051.00 shares. In addition, there have been 8 sales at an average price of $101.58 for 204,290.00 shares. Based on historical transaction data and IJR's current price of $112.83, Horan Securities, Inc.'s estimated gain on his IJR holdings is $8.37 Mil, reflecting a 21.92% gain to date.

Horan Securities, Inc. IJR ($112.83) Holding Chart

Horan Securities, Inc. IJR ($112.83) 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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