ADG Wealth Management Group, LLC IJR Holdings History
ADG Wealth Management Group, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, ADG Wealth Management Group, LLC held 55,615.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $5.82 Mil. This investment constitutes 5.48% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $112.84 for 2,095.00 shares. Based on historical transaction data and IJR's current price of $111.16, ADG Wealth Management Group, LLC's estimated gain on his IJR holdings is $-480,090.20, reflecting a -6.96% gain to date.
ADG Wealth Management Group, LLC IJR ($111.16) Holding Chart
ADG Wealth Management Group, LLC IJR ($111.16) 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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