Abound Wealth Management IJR Holdings History
Abound Wealth Management's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Abound Wealth Management held 387,319.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $42.33 Mil. This investment constitutes 11.96% of their stock portfolio, and Abound Wealth Management now holds 0.05% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q4. And since then Abound Wealth Management has made 14 purchases of IJR, at an average price of $108.11, for a total of 387,319.00 shares. Based on historical transaction data and IJR's current price of $111.87, Abound Wealth Management's estimated gain on his IJR holdings is $1.46 Mil, reflecting a 3.48% gain to date.
Abound Wealth Management IJR ($111.87) Holding Chart
Abound Wealth Management IJR ($111.87) 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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