TRUEFG, LLC IJR Holdings History
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 $112.32, TRUEFG, LLC's estimated gain on his IJR holdings is $5.47 Mil, reflecting a 27.60% gain to date.
TRUEFG, LLC IJR ($112.32) Holding Chart
TRUEFG, 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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