CJM Wealth Advisers, Ltd. IJR Holdings History
CJM Wealth Advisers, Ltd.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, CJM Wealth Advisers, Ltd. held 205,381.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $22.45 Mil. This investment constitutes 7.47% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q4. And since then CJM Wealth Advisers, Ltd. has made 10 purchases of IJR, at an average price of $103.30, for a total of 225,529.00 shares. In addition, there have been 4 sales at an average price of $96.87 for 20,148.00 shares. Based on historical transaction data and IJR's current price of $111.19, CJM Wealth Advisers, Ltd.'s estimated gain on his IJR holdings is $1.49 Mil, reflecting a 6.40% gain to date.
CJM Wealth Advisers, Ltd. IJR ($111.19) Holding Chart
CJM Wealth Advisers, Ltd. IJR ($111.19) 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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