Number of Shares
163,073.00
Current Holdings Value*
$17.82 Mil
% of Portfolio
0.31%
Total Estimate Gain
$3.09 Mil
% of Total Estimate Gain
14.80%

Pure Financial Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, Pure Financial Advisors, LLC held 163,073.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $17.82 Mil. This investment constitutes 0.31% of their stock portfolio, and Pure Financial Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q4. And since then Pure Financial Advisors, LLC has made 9 purchases of IJR, at an average price of $93.02, for a total of 224,293.00 shares. In addition, there have been 17 sales at an average price of $87.23 for 61,220.00 shares. Based on historical transaction data and IJR's current price of $114.13, Pure Financial Advisors, LLC's estimated gain on his IJR holdings is $3.09 Mil, reflecting a 14.80% gain to date.

Pure Financial Advisors, LLC IJR ($114.13) Holding Chart

Pure Financial Advisors, LLC IJR ($114.13) 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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