Number of Shares
34,726.00
Current Holdings Value*
$3.21 Mil
% of Portfolio
3.94%
Total Estimate Gain
$-143,287.18
% of Total Estimate Gain
-3.57%

Vericrest Private Wealth's iShares Core S&P Small-Cap ETF Holding Summary

As of 2022-06-30, Vericrest Private Wealth held 34,726.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.21 Mil. This investment constitutes 3.94% of their stock portfolio, and Vericrest Private Wealth now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2021Q4. In addition, there have been 2 sales at an average price of $102.85 for 611.00 shares. Based on historical transaction data and IJR's current price of $109.49, Vericrest Private Wealth's estimated gain on his IJR holdings is $-143,287.18, reflecting a -3.57% gain to date.

Vericrest Private Wealth IJR ($109.49) Holding Chart

Vericrest Private Wealth IJR ($109.49) 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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