REBALANCE, LLC IJR Holdings History

Number of Shares
416,712.00
Current Holdings Value*
$45.54 Mil
% of Portfolio
3.09%
Total Estimate Gain
$7.12 Mil
% of Total Estimate Gain
17.65%

REBALANCE, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, REBALANCE, LLC held 416,712.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $45.54 Mil. This investment constitutes 3.09% of their stock portfolio, and REBALANCE, LLC now holds 0.06% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2022Q4. And since then REBALANCE, LLC has made 10 purchases of IJR, at an average price of $96.85, for a total of 416,712.00 shares. Based on historical transaction data and IJR's current price of $113.94, REBALANCE, LLC's estimated gain on his IJR holdings is $7.12 Mil, reflecting a 17.65% gain to date.

REBALANCE, LLC IJR ($113.94) Holding Chart

REBALANCE, LLC IJR ($113.94) 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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