Astoria Strategic Wealth, Inc. IJR Holdings History
Astoria Strategic Wealth, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Astoria Strategic Wealth, Inc. held 29,985.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.28 Mil. This investment constitutes 0.89% of their stock portfolio, and Astoria Strategic Wealth, Inc. now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q4. And since then Astoria Strategic Wealth, Inc. has made 13 purchases of IJR, at an average price of $100.89, for a total of 45,720.00 shares. In addition, there have been 3 sales at an average price of $94.64 for 15,735.00 shares. Based on historical transaction data and IJR's current price of $113.79, Astoria Strategic Wealth, Inc.'s estimated gain on his IJR holdings is $288,397.12, reflecting a 6.25% gain to date.
Astoria Strategic Wealth, Inc. IJR ($113.79) Holding Chart
Astoria Strategic Wealth, Inc. IJR ($113.79) 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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