Number of Shares
103,948.00
Current Holdings Value*
$10.87 Mil
% of Portfolio
11.55%
Total Estimate Gain
$-806,051.46
% of Total Estimate Gain
-6.41%

NESTEGG ADVISORS, INC.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, NESTEGG ADVISORS, INC. held 103,948.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $10.87 Mil. This investment constitutes 11.55% of their stock portfolio, and NESTEGG ADVISORS, INC. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $112.84 for 1,309.00 shares. Based on historical transaction data and IJR's current price of $111.87, NESTEGG ADVISORS, INC.'s estimated gain on his IJR holdings is $-806,051.46, reflecting a -6.41% gain to date.

NESTEGG ADVISORS, INC. IJR ($111.87) Holding Chart

NESTEGG ADVISORS, 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