Number of Shares
44,961.00
Current Holdings Value*
$4.70 Mil
% of Portfolio
1.01%
Total Estimate Gain
$515,727.57
% of Total Estimate Gain
8.89%

McNamara Financial Services, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, McNamara Financial Services, Inc. held 44,961.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $4.70 Mil. This investment constitutes 1.01% of their stock portfolio, and McNamara Financial Services, Inc. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2015Q1. And since then McNamara Financial Services, Inc. has made 11 purchases of IJR, at an average price of $104.09, for a total of 55,705.00 shares. In addition, there have been 2 sales at an average price of $119.54 for 10,744.00 shares. Based on historical transaction data and IJR's current price of $111.87, McNamara Financial Services, Inc.'s estimated gain on his IJR holdings is $515,727.57, reflecting a 8.89% gain to date.

McNamara Financial Services, Inc. IJR ($111.87) Holding Chart

McNamara Financial Services, 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 %

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