Number of Shares
142,198.00
Current Holdings Value*
$15.43 Mil
% of Portfolio
5.42%
Total Estimate Gain
$2.69 Mil
% of Total Estimate Gain
10.82%

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

As of 2021-03-31, Stewardship Financial Advisors, LLC held 142,198.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $15.43 Mil. This investment constitutes 5.42% of their stock portfolio, and Stewardship Financial Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then Stewardship Financial Advisors, LLC has made 8 purchases of IJR, at an average price of $82.16, for a total of 303,157.00 shares. In addition, there have been 4 sales at an average price of $72.25 for 160,959.00 shares. Based on historical transaction data and IJR's current price of $112.32, Stewardship Financial Advisors, LLC's estimated gain on his IJR holdings is $2.69 Mil, reflecting a 10.82% gain to date.

Stewardship Financial Advisors, LLC IJR ($112.32) Holding Chart

Stewardship Financial Advisors, LLC IJR ($112.32) 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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