JSF Financial, LLC IJR Holdings History

Number of Shares
18,379.00
Current Holdings Value*
$1.92 Mil
% of Portfolio
0.51%
Total Estimate Gain
$106,302.85
% of Total Estimate Gain
0.86%

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

As of 2025-03-31, JSF Financial, LLC held 18,379.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $1.92 Mil. This investment constitutes 0.51% of their stock portfolio, and JSF Financial, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q4. And since then JSF Financial, LLC has made 11 purchases of IJR, at an average price of $97.92, for a total of 125,769.00 shares. In addition, there have been 13 sales at an average price of $97.07 for 107,390.00 shares. Based on historical transaction data and IJR's current price of $108.64, JSF Financial, LLC's estimated gain on his IJR holdings is $106,302.85, reflecting a 0.86% gain to date.

JSF Financial, LLC IJR ($108.64) Holding Chart

JSF Financial, LLC IJR ($108.64) 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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