Sterling Financial Planning, Inc. IJS Holdings History
Sterling Financial Planning, Inc.'s iShares S&P Small-Cap 600 Value ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 80,080.00 shares of iShares S&P Small-Cap 600 Value ETF(IJS), totaling $7.81 Mil. This investment constitutes 2.83% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.13% of the outstanding iShares S&P Small-Cap 600 Value ETF(IJS) stock.
The initial trade took place in 2020Q4. And since then Sterling Financial Planning, Inc. has made 9 purchases of IJS, at an average price of $78.02, for a total of 93,579.00 shares. In addition, there have been 8 sales at an average price of $98.88 for 13,499.00 shares. Based on historical transaction data and IJS's current price of $102.35, Sterling Financial Planning, Inc.'s estimated gain on his IJS holdings is $2.23 Mil, reflecting a 30.55% gain to date.
Sterling Financial Planning, Inc. IJS ($102.35) Holding Chart
Sterling Financial Planning, Inc. IJS ($102.35) 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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