IFG Advisors, LLC IJR Holdings History

Number of Shares
291,959.00
Current Holdings Value*
$30.53 Mil
% of Portfolio
5.88%
Total Estimate Gain
$5.43 Mil
% of Total Estimate Gain
18.55%

IFG Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, IFG Advisors, LLC held 291,959.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $30.53 Mil. This investment constitutes 5.88% of their stock portfolio, and IFG Advisors, LLC now holds 0.04% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2019Q3. And since then IFG Advisors, LLC has made 18 purchases of IJR, at an average price of $94.53, for a total of 309,863.00 shares. In addition, there have been 4 sales at an average price of $78.12 for 17,904.00 shares. Based on historical transaction data and IJR's current price of $114.15, IFG Advisors, LLC's estimated gain on his IJR holdings is $5.43 Mil, reflecting a 18.55% gain to date.

IFG Advisors, LLC IJR ($114.15) Holding Chart

IFG Advisors, LLC IJR ($114.15) 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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