Number of Shares
126,538.00
Current Holdings Value*
$13.11 Mil
% of Portfolio
2.52%
Total Estimate Gain
$210,222.06
% of Total Estimate Gain
1.46%

VICTORY FINANCIAL GROUP, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, VICTORY FINANCIAL GROUP, LLC held 126,538.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $13.11 Mil. This investment constitutes 2.52% of their stock portfolio, and VICTORY FINANCIAL GROUP, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2023Q4. And since then VICTORY FINANCIAL GROUP, LLC has made 3 purchases of IJR, at an average price of $111.07, for a total of 129,207.00 shares. In addition, there have been 1 sales at an average price of $106.18 for 2,669.00 shares. Based on historical transaction data and IJR's current price of $112.83, VICTORY FINANCIAL GROUP, LLC's estimated gain on his IJR holdings is $210,222.06, reflecting a 1.46% gain to date.

VICTORY FINANCIAL GROUP, LLC IJR ($112.83) Holding Chart

VICTORY FINANCIAL GROUP, LLC IJR ($112.83) 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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