Number of Shares
200,982.00
Current Holdings Value*
$21.02 Mil
% of Portfolio
3.29%
Total Estimate Gain
$7.89 Mil
% of Total Estimate Gain
11.94%

Alaska Wealth Advisors's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Alaska Wealth Advisors held 200,982.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $21.02 Mil. This investment constitutes 3.29% of their stock portfolio, and Alaska Wealth Advisors now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then Alaska Wealth Advisors has made 17 purchases of IJR, at an average price of $81.77, for a total of 807,686.00 shares. In addition, there have been 10 sales at an average price of $84.48 for 606,704.00 shares. Based on historical transaction data and IJR's current price of $112.82, Alaska Wealth Advisors's estimated gain on his IJR holdings is $7.89 Mil, reflecting a 11.94% gain to date.

Alaska Wealth Advisors IJR ($112.82) Holding Chart

Alaska Wealth Advisors IJR ($112.82) 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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