Panoramic Capital Partners, LLC IJR Holdings History
Number of Shares
118,303.00
Current Holdings Value*
$13.38 Mil
% of Portfolio
9.28%
Total Estimate Gain
$-434,804.09
% of Total Estimate Gain
-3.17%
Panoramic Capital Partners, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Panoramic Capital Partners, LLC held 118,303.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $13.38 Mil. This investment constitutes 9.28% of their stock portfolio, and Panoramic Capital Partners, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. And since then Panoramic Capital Partners, LLC has made 2 purchases of IJR, at an average price of $115.84, for a total of 118,303.00 shares. Based on historical transaction data and IJR's current price of $112.16, Panoramic Capital Partners, LLC's estimated gain on his IJR holdings is $-434,804.09, reflecting a -3.17% gain to date.
Panoramic Capital Partners, LLC IJR ($112.16) Holding Chart
Panoramic Capital Partners, LLC IJR ($112.16) 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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