CONSILIO WEALTH ADVISORS, LLC IJR Holdings History
CONSILIO WEALTH ADVISORS, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, CONSILIO WEALTH ADVISORS, LLC held 2,996.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $313,880.00. This investment constitutes 0.13% of their stock portfolio, and CONSILIO WEALTH ADVISORS, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q1. And since then CONSILIO WEALTH ADVISORS, LLC has made 3 purchases of IJR, at an average price of $96.03, for a total of 114,521.00 shares. In addition, there have been 9 sales at an average price of $109.54 for 111,525.00 shares. Based on historical transaction data and IJR's current price of $112.83, CONSILIO WEALTH ADVISORS, LLC's estimated gain on his IJR holdings is $1.56 Mil, reflecting a 14.15% gain to date.
CONSILIO WEALTH ADVISORS, LLC IJR ($112.83) Holding Chart
CONSILIO WEALTH ADVISORS, LLC IJR ($112.83) 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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