Number of Shares
63,128.00
Current Holdings Value*
$6.90 Mil
% of Portfolio
5.39%
Total Estimate Gain
$3.82 Mil
% of Total Estimate Gain
3.44%

PACIFIC FINANCIAL GROUP INC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, PACIFIC FINANCIAL GROUP INC held 63,128.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $6.90 Mil. This investment constitutes 5.39% of their stock portfolio, and PACIFIC FINANCIAL GROUP INC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2013Q4. And since then PACIFIC FINANCIAL GROUP INC has made 14 purchases of IJR, at an average price of $69.47, for a total of 1.60 Mil shares. In addition, there have been 21 sales at an average price of $70.14 for 1.54 Mil shares. Based on historical transaction data and IJR's current price of $113.85, PACIFIC FINANCIAL GROUP INC's estimated gain on his IJR holdings is $3.82 Mil, reflecting a 3.44% gain to date.

PACIFIC FINANCIAL GROUP INC IJR ($113.85) Holding Chart

PACIFIC FINANCIAL GROUP INC IJR ($113.85) 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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