Capital Advantage, Inc. IJR Holdings History
Capital Advantage, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Capital Advantage, Inc. held 44,352.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $4.85 Mil. This investment constitutes 0.77% of their stock portfolio, and Capital Advantage, Inc. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q4. And since then Capital Advantage, Inc. has made 10 purchases of IJR, at an average price of $82.88, for a total of 180,564.00 shares. In addition, there have been 12 sales at an average price of $101.36 for 136,212.00 shares. Based on historical transaction data and IJR's current price of $111.87, Capital Advantage, Inc.'s estimated gain on his IJR holdings is $3.80 Mil, reflecting a 25.41% gain to date.
Capital Advantage, Inc. IJR ($111.87) Holding Chart
Capital Advantage, Inc. 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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