Sachetta, LLC IJR Holdings History

Number of Shares
41,867.00
Current Holdings Value*
$4.58 Mil
% of Portfolio
1.81%
Total Estimate Gain
$731,723.34
% of Total Estimate Gain
17.71%

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

As of 2025-06-30, Sachetta, LLC held 41,867.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $4.58 Mil. This investment constitutes 1.81% of their stock portfolio, and Sachetta, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2023Q4. And since then Sachetta, LLC has made 2 purchases of IJR, at an average price of $96.86, for a total of 42,650.00 shares. In addition, there have been 3 sales at an average price of $107.02 for 783.00 shares. Based on historical transaction data and IJR's current price of $114.15, Sachetta, LLC's estimated gain on his IJR holdings is $731,723.34, reflecting a 17.71% gain to date.

Sachetta, LLC IJR ($114.15) Holding Chart

Sachetta, LLC IJR ($114.15) 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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