Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-560,970.25
% of Total Estimate Gain
-13.51%

Southern Style Financial, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, Southern Style Financial, Inc. held - shares of iShares Core S&P Small-Cap ETF(IJR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Southern Style Financial, Inc. now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $103.39 for 34,735.00 shares. Based on historical transaction data and IJR's current price of $111.61, Southern Style Financial, Inc.'s estimated gain on his IJR holdings is $-560,970.25, reflecting a -13.51% gain to date.

Southern Style Financial, Inc. IJR ($111.61) Holding Chart

Southern Style Financial, Inc. IJR ($111.61) 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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