Number of Shares
79,802.00
Current Holdings Value*
$8.72 Mil
% of Portfolio
5.5%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
16.06%

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, PPS&V ASSET MANAGEMENT CONSULTANTS, INC. held 79,802.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $8.72 Mil. This investment constitutes 5.5% of their stock portfolio, and PPS&V ASSET MANAGEMENT CONSULTANTS, INC. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2022Q4. And since then PPS&V ASSET MANAGEMENT CONSULTANTS, INC. has made 7 purchases of IJR, at an average price of $96.70, for a total of 85,006.00 shares. In addition, there have been 3 sales at an average price of $98.54 for 5,204.00 shares. Based on historical transaction data and IJR's current price of $113.12, PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s estimated gain on his IJR holdings is $1.32 Mil, reflecting a 16.06% gain to date.

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. IJR ($113.12) Holding Chart

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. IJR ($113.12) 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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