Number of Shares
161,857.00
Current Holdings Value*
$17.69 Mil
% of Portfolio
3.47%
Total Estimate Gain
$3.43 Mil
% of Total Estimate Gain
17.17%

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

As of 2025-06-30, Legacy Financial Strategies, LLC held 161,857.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $17.69 Mil. This investment constitutes 3.47% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then Legacy Financial Strategies, LLC has made 18 purchases of IJR, at an average price of $90.41, for a total of 220,905.00 shares. In addition, there have been 11 sales at an average price of $83.62 for 59,048.00 shares. Based on historical transaction data and IJR's current price of $114.07, Legacy Financial Strategies, LLC's estimated gain on his IJR holdings is $3.43 Mil, reflecting a 17.17% gain to date.

Legacy Financial Strategies, LLC IJR ($114.07) Holding Chart

Legacy Financial Strategies, LLC IJR ($114.07) 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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