Number of Shares
9,495.00
Current Holdings Value*
$992,890.00
% of Portfolio
0.75%
Total Estimate Gain
$-421,782.75
% of Total Estimate Gain
-5.73%

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

As of 2025-03-31, Landing Point Financial Group, LLC held 9,495.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $992,890.00. This investment constitutes 0.75% of their stock portfolio, and Landing Point Financial Group, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $112.84 for 52,083.00 shares. Based on historical transaction data and IJR's current price of $111.87, Landing Point Financial Group, LLC's estimated gain on his IJR holdings is $-421,782.75, reflecting a -5.73% gain to date.

Landing Point Financial Group, LLC IJR ($111.87) Holding Chart

Landing Point Financial Group, 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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