CLUNE & ASSOCIATES, LTD. IJR Holdings History
CLUNE & ASSOCIATES, LTD.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, CLUNE & ASSOCIATES, LTD. held 41,263.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $4.31 Mil. This investment constitutes 1.33% of their stock portfolio, and CLUNE & ASSOCIATES, LTD. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. And since then CLUNE & ASSOCIATES, LTD. has made 1 purchases of IJR, at an average price of $118.37, for a total of 41,263.00 shares. Based on historical transaction data and IJR's current price of $112.02, CLUNE & ASSOCIATES, LTD.'s estimated gain on his IJR holdings is $-262,218.56, reflecting a -5.37% gain to date.
CLUNE & ASSOCIATES, LTD. IJR ($112.02) Holding Chart
CLUNE & ASSOCIATES, LTD. IJR ($112.02) 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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