Tallon Kerry Patrick IJR Holdings History

Number of Shares
27,029.00
Current Holdings Value*
$3.11 Mil
% of Portfolio
2.99%
Total Estimate Gain
$-178,121.11
% of Total Estimate Gain
-5.51%

Tallon Kerry Patrick's iShares Core S&P Small-Cap ETF Holding Summary

As of 2024-12-31, Tallon Kerry Patrick held 27,029.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.11 Mil. This investment constitutes 2.99% of their stock portfolio, and Tallon Kerry Patrick now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and IJR's current price of $112.95, Tallon Kerry Patrick's estimated gain on his IJR holdings is $-178,121.11, reflecting a -5.51% gain to date.

Tallon Kerry Patrick IJR ($112.95) Holding Chart

Tallon Kerry Patrick IJR ($112.95) 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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