Stewardship Financial Advisors, LLC IJR Holdings History
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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