Benchmark Financial Wealth Advisors, LLC IJR Holdings History
Benchmark Financial Wealth Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Benchmark Financial Wealth Advisors, LLC held 73,075.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $7.64 Mil. This investment constitutes 2.89% of their stock portfolio, and Benchmark Financial Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q3. And since then Benchmark Financial Wealth Advisors, LLC has made 11 purchases of IJR, at an average price of $77.28, for a total of 142,970.00 shares. In addition, there have been 15 sales at an average price of $104.32 for 69,895.00 shares. Based on historical transaction data and IJR's current price of $111.87, Benchmark Financial Wealth Advisors, LLC's estimated gain on his IJR holdings is $4.42 Mil, reflecting a 39.98% gain to date.
Benchmark Financial Wealth Advisors, LLC IJR ($111.87) Holding Chart
Benchmark Financial Wealth Advisors, LLC IJR ($111.87) 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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