CAHABA WEALTH MANAGEMENT, INC. IJR Holdings History
CAHABA WEALTH MANAGEMENT, INC.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, CAHABA WEALTH MANAGEMENT, INC. held 423,545.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $46.29 Mil. This investment constitutes 3.6% of their stock portfolio, and CAHABA WEALTH MANAGEMENT, INC. now holds 0.06% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then CAHABA WEALTH MANAGEMENT, INC. has made 26 purchases of IJR, at an average price of $89.57, for a total of 474,666.00 shares. In addition, there have been 3 sales at an average price of $106.90 for 51,121.00 shares. Based on historical transaction data and IJR's current price of $114.15, CAHABA WEALTH MANAGEMENT, INC.'s estimated gain on his IJR holdings is $11.29 Mil, reflecting a 26.56% gain to date.
CAHABA WEALTH MANAGEMENT, INC. IJR ($114.15) Holding Chart
CAHABA WEALTH MANAGEMENT, INC. IJR ($114.15) 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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