Number of Shares
8,777.00
Current Holdings Value*
$917,860.00
% of Portfolio
1.17%
Total Estimate Gain
$64,913.38
% of Total Estimate Gain
2.33%

Objective Capital Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Objective Capital Management, LLC held 8,777.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $917,860.00. This investment constitutes 1.17% of their stock portfolio, and Objective Capital Management, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2022Q1. And since then Objective Capital Management, LLC has made 5 purchases of IJR, at an average price of $107.15, for a total of 26,035.00 shares. In addition, there have been 7 sales at an average price of $109.82 for 17,258.00 shares. Based on historical transaction data and IJR's current price of $109.29, Objective Capital Management, LLC's estimated gain on his IJR holdings is $64,913.38, reflecting a 2.33% gain to date.

Objective Capital Management, LLC IJR ($109.29) Holding Chart

Objective Capital Management, LLC IJR ($109.29) 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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