Number of Shares
21,708.00
Current Holdings Value*
$2.33 Mil
% of Portfolio
2.49%
Total Estimate Gain
$-160,497.16
% of Total Estimate Gain
-6.03%

Quest 10 Wealth Builders, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Quest 10 Wealth Builders, Inc. held 21,708.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.33 Mil. This investment constitutes 2.49% of their stock portfolio, and Quest 10 Wealth Builders, Inc. now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $112.84 for 562.00 shares. Based on historical transaction data and IJR's current price of $112.32, Quest 10 Wealth Builders, Inc.'s estimated gain on his IJR holdings is $-160,497.16, reflecting a -6.03% gain to date.

Quest 10 Wealth Builders, Inc. IJR ($112.32) Holding Chart

Quest 10 Wealth Builders, Inc. IJR ($112.32) 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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