Rollins Financial IJR Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-161,416.33
% of Total Estimate Gain
-6.88%

Rollins Financial's iShares Core S&P Small-Cap ETF Holding Summary

As of 2023-12-31, Rollins Financial held - shares of iShares Core S&P Small-Cap ETF(IJR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Rollins Financial now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2022Q1. And since then Rollins Financial has made 5 purchases of IJR, at an average price of $103.09, for a total of 22,767.00 shares. In addition, there have been 3 sales at an average price of $96.00 for 22,767.00 shares. Based on historical transaction data and IJR's current price of $112.18, Rollins Financial's estimated gain on his IJR holdings is $-161,416.33, reflecting a -6.88% gain to date.

Rollins Financial IJR ($112.18) Holding Chart

Rollins Financial IJR ($112.18) 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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