TRUEFG, LLC IJR Holdings History

Number of Shares
203,342.00
Current Holdings Value*
$21.26 Mil
% of Portfolio
7%
Total Estimate Gain
$5.84 Mil
% of Total Estimate Gain
29.48%

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

As of 2025-03-31, TRUEFG, LLC held 203,342.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $21.26 Mil. This investment constitutes 7% of their stock portfolio, and TRUEFG, LLC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2019Q4. And since then TRUEFG, LLC has made 17 purchases of IJR, at an average price of $87.09, for a total of 227,509.00 shares. In addition, there have been 4 sales at an average price of $101.08 for 24,167.00 shares. Based on historical transaction data and IJR's current price of $114.15, TRUEFG, LLC's estimated gain on his IJR holdings is $5.84 Mil, reflecting a 29.48% gain to date.

TRUEFG, LLC IJR ($114.15) Holding Chart

TRUEFG, 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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