Avondale Wealth Management IJR Holdings History
Avondale Wealth Management's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Avondale Wealth Management held 4,980.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $544,260.00. This investment constitutes 0.3% of their stock portfolio, and Avondale Wealth Management now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Avondale Wealth Management has made 15 purchases of IJR, at an average price of $86.90, for a total of 162,693.00 shares. In addition, there have been 13 sales at an average price of $79.89 for 157,713.00 shares. Based on historical transaction data and IJR's current price of $112.32, Avondale Wealth Management's estimated gain on his IJR holdings is $-979,255.96, reflecting a -6.93% gain to date.
Avondale Wealth Management IJR ($112.32) Holding Chart
Avondale Wealth Management IJR ($112.32) 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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