CCG WEALTH MANAGEMENT, LLC IJR Holdings History
CCG WEALTH MANAGEMENT, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, CCG WEALTH MANAGEMENT, LLC held 75,239.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $7.87 Mil. This investment constitutes 4.71% of their stock portfolio, and CCG WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q3. And since then CCG WEALTH MANAGEMENT, LLC has made 14 purchases of IJR, at an average price of $94.51, for a total of 96,018.00 shares. In addition, there have been 9 sales at an average price of $94.05 for 20,779.00 shares. Based on historical transaction data and IJR's current price of $111.87, CCG WEALTH MANAGEMENT, LLC's estimated gain on his IJR holdings is $1.30 Mil, reflecting a 14.28% gain to date.
CCG WEALTH MANAGEMENT, LLC IJR ($111.87) Holding Chart
CCG WEALTH MANAGEMENT, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
