Number of Shares
19,943.00
Current Holdings Value*
$2.18 Mil
% of Portfolio
2.93%
Total Estimate Gain
$179,645.36
% of Total Estimate Gain
8.03%

LOCKERMAN FINANCIAL GROUP, INC.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, LOCKERMAN FINANCIAL GROUP, INC. held 19,943.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.18 Mil. This investment constitutes 2.93% of their stock portfolio, and LOCKERMAN FINANCIAL GROUP, INC. now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2021Q4. And since then LOCKERMAN FINANCIAL GROUP, INC. has made 4 purchases of IJR, at an average price of $102.82, for a total of 21,767.00 shares. In addition, there have been 7 sales at an average price of $102.32 for 1,824.00 shares. Based on historical transaction data and IJR's current price of $111.87, LOCKERMAN FINANCIAL GROUP, INC.'s estimated gain on his IJR holdings is $179,645.36, reflecting a 8.03% gain to date.

LOCKERMAN FINANCIAL GROUP, INC. IJR ($111.87) Holding Chart

LOCKERMAN FINANCIAL GROUP, INC. 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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