CWS Financial Advisors, LLC IJR Holdings History
CWS Financial Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, CWS Financial Advisors, LLC held 171,646.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $17.95 Mil. This investment constitutes 5.67% of their stock portfolio, and CWS Financial Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q2. And since then CWS Financial Advisors, LLC has made 15 purchases of IJR, at an average price of $98.29, for a total of 189,540.00 shares. In addition, there have been 3 sales at an average price of $96.80 for 17,894.00 shares. Based on historical transaction data and IJR's current price of $111.87, CWS Financial Advisors, LLC's estimated gain on his IJR holdings is $2.31 Mil, reflecting a 12.37% gain to date.
CWS Financial Advisors, LLC IJR ($111.87) Holding Chart
CWS Financial Advisors, LLC IJR ($111.87) 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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