Sylvest Advisors, LLC IJR Holdings History

Number of Shares
81,192.00
Current Holdings Value*
$8.87 Mil
% of Portfolio
5.11%
Total Estimate Gain
$-386,158.08
% of Total Estimate Gain
-4.00%

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

As of 2025-06-30, Sylvest Advisors, LLC held 81,192.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $8.87 Mil. This investment constitutes 5.11% of their stock portfolio, and Sylvest Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2024Q4. And since then Sylvest Advisors, LLC has made 2 purchases of IJR, at an average price of $118.91, for a total of 81,192.00 shares. Based on historical transaction data and IJR's current price of $114.15, Sylvest Advisors, LLC's estimated gain on his IJR holdings is $-386,158.08, reflecting a -4.00% gain to date.

Sylvest Advisors, LLC IJR ($114.15) Holding Chart

Sylvest Advisors, LLC IJR ($114.15) 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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