Arete Wealth Advisors, LLC IJR Holdings History
Arete Wealth Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Arete Wealth Advisors, LLC held 23,031.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.41 Mil. This investment constitutes 0.18% of their stock portfolio, and Arete Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2014Q1. And since then Arete Wealth Advisors, LLC has made 15 purchases of IJR, at an average price of $89.20, for a total of 144,469.00 shares. In addition, there have been 16 sales at an average price of $95.60 for 121,438.00 shares. Based on historical transaction data and IJR's current price of $112.83, Arete Wealth Advisors, LLC's estimated gain on his IJR holdings is $1.32 Mil, reflecting a 10.25% gain to date.
Arete Wealth Advisors, LLC IJR ($112.83) Holding Chart
Arete Wealth Advisors, LLC IJR ($112.83) 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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