Number of Shares
403,430.00
Current Holdings Value*
$25.08 Mil
% of Portfolio
6.65%
Total Estimate Gain
$4.09 Mil
% of Total Estimate Gain
16.66%

Pacific Center for Financial Services's iShares U.S. Small-Cap Equity Factor ETF Holding Summary

As of 2025-03-31, Pacific Center for Financial Services held 403,430.00 shares of iShares U.S. Small-Cap Equity Factor ETF(SMLF), totaling $25.08 Mil. This investment constitutes 6.65% of their stock portfolio, and Pacific Center for Financial Services now holds 1.57% of the outstanding iShares U.S. Small-Cap Equity Factor ETF(SMLF) stock.

The initial trade took place in 2024Q1. And since then Pacific Center for Financial Services has made 4 purchases of SMLF, at an average price of $60.15, for a total of 407,651.00 shares. In addition, there have been 1 sales at an average price of $67.26 for 4,221.00 shares. Based on historical transaction data and SMLF's current price of $70.20, Pacific Center for Financial Services's estimated gain on his SMLF holdings is $4.09 Mil, reflecting a 16.66% gain to date.

Pacific Center for Financial Services SMLF ($70.20) Holding Chart

Pacific Center for Financial Services SMLF ($70.20) 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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