Cahill Wealth Management, LLC IJR Holdings History
Cahill Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Cahill Wealth Management, LLC held 95,897.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $10.03 Mil. This investment constitutes 5.1% of their stock portfolio, and Cahill Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q1. And since then Cahill Wealth Management, LLC has made 11 purchases of IJR, at an average price of $105.79, for a total of 99,198.00 shares. In addition, there have been 1 sales at an average price of $96.67 for 3,301.00 shares. Based on historical transaction data and IJR's current price of $112.82, Cahill Wealth Management, LLC's estimated gain on his IJR holdings is $643,590.69, reflecting a 6.13% gain to date.
Cahill Wealth Management, LLC IJR ($112.82) Holding Chart
Cahill Wealth Management, LLC IJR ($112.82) 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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