Timber Point Global Allocations Fund IJR Holdings History
Timber Point Global Allocations Fund's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Timber Point Global Allocations Fund held 9,000.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $941,130.00. This investment constitutes 5.56% of their stock portfolio, and Timber Point Global Allocations Fund now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. And since then Timber Point Global Allocations Fund has made 8 purchases of IJR, at an average price of $94.96, for a total of 58,520.00 shares. In addition, there have been 7 sales at an average price of $101.74 for 49,520.00 shares. Based on historical transaction data and IJR's current price of $113.12, Timber Point Global Allocations Fund's estimated gain on his IJR holdings is $499,048.60, reflecting a 8.98% gain to date.
Timber Point Global Allocations Fund IJR ($113.12) Holding Chart
Timber Point Global Allocations Fund IJR ($113.12) 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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