Number of Shares
39,171.00
Current Holdings Value*
$4.28 Mil
% of Portfolio
1.35%
Total Estimate Gain
$410,522.64
% of Total Estimate Gain
9.29%

Sandbox Financial Partners, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, Sandbox Financial Partners, LLC held 39,171.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $4.28 Mil. This investment constitutes 1.35% of their stock portfolio, and Sandbox Financial Partners, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2021Q2. And since then Sandbox Financial Partners, LLC has made 9 purchases of IJR, at an average price of $103.69, for a total of 42,633.00 shares. In addition, there have been 2 sales at an average price of $108.33 for 3,462.00 shares. Based on historical transaction data and IJR's current price of $113.76, Sandbox Financial Partners, LLC's estimated gain on his IJR holdings is $410,522.64, reflecting a 9.29% gain to date.

Sandbox Financial Partners, LLC IJR ($113.76) Holding Chart

Sandbox Financial Partners, LLC IJR ($113.76) 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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