Number of Shares
9,422.00
Current Holdings Value*
$987,430.00
% of Portfolio
0.19%
Total Estimate Gain
$-22,190.94
% of Total Estimate Gain
-2.06%

Hughes Financial Services, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Hughes Financial Services, LLC held 9,422.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $987,430.00. This investment constitutes 0.19% of their stock portfolio, and Hughes Financial Services, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2024Q4. And since then Hughes Financial Services, LLC has made 1 purchases of IJR, at an average price of $114.23, for a total of 9,422.00 shares. Based on historical transaction data and IJR's current price of $111.87, Hughes Financial Services, LLC's estimated gain on his IJR holdings is $-22,190.94, reflecting a -2.06% gain to date.

Hughes Financial Services, LLC IJR ($111.87) Holding Chart

Hughes Financial Services, LLC 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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