Number of Shares
305,034.00
Current Holdings Value*
$33.34 Mil
% of Portfolio
2.92%
Total Estimate Gain
$21.47 Mil
% of Total Estimate Gain
35.69%

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

As of 2025-06-30, Magnus Financial Group LLC held 305,034.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $33.34 Mil. This investment constitutes 2.92% of their stock portfolio, and Magnus Financial Group LLC now holds 0.04% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q4. And since then Magnus Financial Group LLC has made 18 purchases of IJR, at an average price of $79.44, for a total of 757,426.00 shares. In addition, there have been 7 sales at an average price of $104.39 for 452,392.00 shares. Based on historical transaction data and IJR's current price of $112.83, Magnus Financial Group LLC's estimated gain on his IJR holdings is $21.47 Mil, reflecting a 35.69% gain to date.

Magnus Financial Group LLC IJR ($112.83) Holding Chart

Magnus Financial Group LLC IJR ($112.83) 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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