Whitcomb & Hess, Inc. IJR Holdings History

Number of Shares
154,763.00
Current Holdings Value*
$16.91 Mil
% of Portfolio
4.77%
Total Estimate Gain
$390,420.46
% of Total Estimate Gain
2.25%

Whitcomb & Hess, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, Whitcomb & Hess, Inc. held 154,763.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $16.91 Mil. This investment constitutes 4.77% of their stock portfolio, and Whitcomb & Hess, Inc. now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2021Q2. And since then Whitcomb & Hess, Inc. has made 14 purchases of IJR, at an average price of $109.63, for a total of 158,224.00 shares. In addition, there have been 2 sales at an average price of $115.77 for 3,461.00 shares. Based on historical transaction data and IJR's current price of $112.02, Whitcomb & Hess, Inc.'s estimated gain on his IJR holdings is $390,420.46, reflecting a 2.25% gain to date.

Whitcomb & Hess, Inc. IJR ($112.02) Holding Chart

Whitcomb & Hess, Inc. IJR ($112.02) 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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