Number of Shares
111,796.00
Current Holdings Value*
$11.69 Mil
% of Portfolio
2.2%
Total Estimate Gain
$74,205.68
% of Total Estimate Gain
0.30%

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

As of 2025-03-31, Liquid Strategies, LLC held 111,796.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $11.69 Mil. This investment constitutes 2.2% of their stock portfolio, and Liquid Strategies, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2019Q4. And since then Liquid Strategies, LLC has made 14 purchases of IJR, at an average price of $87.16, for a total of 279,270.00 shares. In addition, there have been 7 sales at an average price of $71.10 for 167,474.00 shares. Based on historical transaction data and IJR's current price of $111.87, Liquid Strategies, LLC's estimated gain on his IJR holdings is $74,205.68, reflecting a 0.30% gain to date.

Liquid Strategies, LLC IJR ($111.87) Holding Chart

Liquid Strategies, 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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