AAF Wealth Management, LLC IJR Holdings History
AAF Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, AAF Wealth Management, LLC held 21,513.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.25 Mil. This investment constitutes 1.21% of their stock portfolio, and AAF Wealth Management, LLC 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 AAF Wealth Management, LLC has made 12 purchases of IJR, at an average price of $88.38, for a total of 86,212.00 shares. In addition, there have been 5 sales at an average price of $111.83 for 64,699.00 shares. Based on historical transaction data and IJR's current price of $113.12, AAF Wealth Management, LLC's estimated gain on his IJR holdings is $2.05 Mil, reflecting a 26.90% gain to date.
AAF Wealth Management, LLC IJR ($113.12) Holding Chart
AAF Wealth Management, LLC 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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