Hughes Financial Services, LLC IJR Holdings History
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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