Accretive Wealth Partners, LLC IJR Holdings History
Accretive Wealth Partners, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Accretive Wealth Partners, LLC held 58,045.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $5.90 Mil. This investment constitutes 2.08% of their stock portfolio, and Accretive Wealth Partners, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. And since then Accretive Wealth Partners, LLC has made 14 purchases of IJR, at an average price of $93.94, for a total of 59,791.00 shares. In addition, there have been 3 sales at an average price of $107.05 for 1,746.00 shares. Based on historical transaction data and IJR's current price of $111.87, Accretive Wealth Partners, LLC's estimated gain on his IJR holdings is $1.06 Mil, reflecting a 18.94% gain to date.
Accretive Wealth Partners, LLC IJR ($111.87) Holding Chart
Accretive Wealth Partners, LLC 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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