CONTINUUM WEALTH ADVISORS, LLC IJR Holdings History
CONTINUUM WEALTH ADVISORS, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, CONTINUUM WEALTH ADVISORS, LLC held 12,907.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $1.35 Mil. This investment constitutes 0.69% of their stock portfolio, and CONTINUUM WEALTH ADVISORS, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q4. And since then CONTINUUM WEALTH ADVISORS, LLC has made 4 purchases of IJR, at an average price of $113.07, for a total of 60,723.00 shares. In addition, there have been 5 sales at an average price of $111.91 for 47,816.00 shares. Based on historical transaction data and IJR's current price of $113.94, CONTINUUM WEALTH ADVISORS, LLC's estimated gain on his IJR holdings is $-44,106.48, reflecting a -0.64% gain to date.
CONTINUUM WEALTH ADVISORS, LLC IJR ($113.94) Holding Chart
CONTINUUM WEALTH ADVISORS, LLC IJR ($113.94) 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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