Alaska Wealth Advisors IJR Holdings History
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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