Private Capital IJR Holdings History

Number of Shares
3,639.00
Current Holdings Value*
$380,500.00
% of Portfolio
0.04%
Total Estimate Gain
$39,236.61
% of Total Estimate Gain
9.31%

Private Capital's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Private Capital Management held 3,639.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $380,500.00. This investment constitutes 0.04% of their stock portfolio, and Private Capital Management now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2023Q4. And since then Private Capital has made 3 purchases of IJR, at an average price of $103.75, for a total of 4,064.00 shares. In addition, there have been 2 sales at an average price of $117.97 for 425.00 shares. Based on historical transaction data and IJR's current price of $112.87, Private Capital's estimated gain on his IJR holdings is $39,236.61, reflecting a 9.31% gain to date.

Private Capital IJR ($112.87) Holding Chart

Private Capital IJR ($112.87) 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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