Number of Shares
166,476.00
Current Holdings Value*
$17.41 Mil
% of Portfolio
8.67%
Total Estimate Gain
$5.38 Mil
% of Total Estimate Gain
37.97%

New England Professional Planning Group Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, New England Professional Planning Group Inc. held 166,476.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $17.41 Mil. This investment constitutes 8.67% of their stock portfolio, and New England Professional Planning Group Inc. now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2015Q3. And since then New England Professional Planning Group Inc. has made 19 purchases of IJR, at an average price of $81.07, for a total of 174,874.00 shares. In addition, there have been 7 sales at an average price of $100.67 for 8,398.00 shares. Based on historical transaction data and IJR's current price of $112.42, New England Professional Planning Group Inc.'s estimated gain on his IJR holdings is $5.38 Mil, reflecting a 37.97% gain to date.

New England Professional Planning Group Inc. IJR ($112.42) Holding Chart

New England Professional Planning Group Inc. IJR ($112.42) 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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