CVA Family Office, LLC IJR Holdings History
CVA Family Office, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, CVA Family Office, LLC held 24,876.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.60 Mil. This investment constitutes 0.4% of their stock portfolio, and CVA Family Office, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q4. And since then CVA Family Office, LLC has made 6 purchases of IJR, at an average price of $102.99, for a total of 146,808.00 shares. In addition, there have been 15 sales at an average price of $106.82 for 121,932.00 shares. Based on historical transaction data and IJR's current price of $114.15, CVA Family Office, LLC's estimated gain on his IJR holdings is $743,951.57, reflecting a 4.92% gain to date.
CVA Family Office, LLC IJR ($114.15) Holding Chart
CVA Family Office, LLC IJR ($114.15) 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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