Number of Shares
75,617.00
Current Holdings Value*
$7.91 Mil
% of Portfolio
2.39%
Total Estimate Gain
$2.13 Mil
% of Total Estimate Gain
25.92%

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

As of 2025-03-31, Nikulski Financial, Inc. held 75,617.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $7.91 Mil. This investment constitutes 2.39% of their stock portfolio, and Nikulski Financial, Inc. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then Nikulski Financial, Inc. has made 17 purchases of IJR, at an average price of $85.30, for a total of 96,250.00 shares. In addition, there have been 11 sales at an average price of $87.55 for 20,633.00 shares. Based on historical transaction data and IJR's current price of $112.83, Nikulski Financial, Inc.'s estimated gain on his IJR holdings is $2.13 Mil, reflecting a 25.92% gain to date.

Nikulski Financial, Inc. IJR ($112.83) Holding Chart

Nikulski Financial, Inc. 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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