Number of Shares
12,222.00
Current Holdings Value*
$1.28 Mil
% of Portfolio
1.02%
Total Estimate Gain
$64,550.84
% of Total Estimate Gain
0.99%

Paladin Advisory Group, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Paladin Advisory Group, LLC held 12,222.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $1.28 Mil. This investment constitutes 1.02% of their stock portfolio, and Paladin Advisory Group, 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 Paladin Advisory Group, LLC has made 5 purchases of IJR, at an average price of $104.10, for a total of 62,396.00 shares. In addition, there have been 7 sales at an average price of $102.94 for 50,174.00 shares. Based on historical transaction data and IJR's current price of $114.15, Paladin Advisory Group, LLC's estimated gain on his IJR holdings is $64,550.84, reflecting a 0.99% gain to date.

Paladin Advisory Group, LLC IJR ($114.15) Holding Chart

Paladin Advisory Group, LLC IJR ($114.15) 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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