MORRIS FINANCIAL CONCEPTS, INC. IJR Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 120,937.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $12.65 Mil. This investment constitutes 5.31% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q4. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 10 purchases of IJR, at an average price of $108.60, for a total of 129,457.00 shares. In addition, there have been 3 sales at an average price of $104.27 for 8,520.00 shares. Based on historical transaction data and IJR's current price of $111.87, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his IJR holdings is $358,214.40, reflecting a 2.55% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. IJR ($111.87) Holding Chart
MORRIS FINANCIAL CONCEPTS, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
