Bay Capital Advisors, LLC IJR Holdings History
Bay Capital Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Bay Capital Advisors, LLC held 34,041.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.72 Mil. This investment constitutes 2.84% of their stock portfolio, and Bay Capital Advisors, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. And since then Bay Capital Advisors, LLC has made 1 purchases of IJR, at an average price of $119.27, for a total of 49,479.00 shares. In addition, there have been 1 sales at an average price of $103.39 for 15,438.00 shares. Based on historical transaction data and IJR's current price of $112.62, Bay Capital Advisors, LLC's estimated gain on his IJR holdings is $-471,487.42, reflecting a -7.99% gain to date.
Bay Capital Advisors, LLC IJR ($112.62) Holding Chart
Bay Capital Advisors, LLC IJR ($112.62) 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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