Number of Shares
104,113.00
Current Holdings Value*
$11.38 Mil
% of Portfolio
2.23%
Total Estimate Gain
$319,759.94
% of Total Estimate Gain
2.81%

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

As of 2025-06-30, RIVERSEDGE ADVISORS, LLC held 104,113.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $11.38 Mil. This investment constitutes 2.23% of their stock portfolio, and RIVERSEDGE ADVISORS, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2025Q1. And since then RIVERSEDGE ADVISORS, LLC has made 2 purchases of IJR, at an average price of $109.25, for a total of 104,113.00 shares. Based on historical transaction data and IJR's current price of $112.32, RIVERSEDGE ADVISORS, LLC's estimated gain on his IJR holdings is $319,759.94, reflecting a 2.81% gain to date.

RIVERSEDGE ADVISORS, LLC IJR ($112.32) Holding Chart

RIVERSEDGE ADVISORS, LLC 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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