Number of Shares
220,011.00
Current Holdings Value*
$23.01 Mil
% of Portfolio
5.15%
Total Estimate Gain
$5.92 Mil
% of Total Estimate Gain
26.56%

Cedar Mountain Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Cedar Mountain Advisors, LLC held 220,011.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $23.01 Mil. This investment constitutes 5.15% of their stock portfolio, and Cedar Mountain Advisors, LLC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2019Q4. And since then Cedar Mountain Advisors, LLC has made 13 purchases of IJR, at an average price of $83.27, for a total of 267,458.00 shares. In addition, there have been 8 sales at an average price of $75.37 for 47,447.00 shares. Based on historical transaction data and IJR's current price of $111.87, Cedar Mountain Advisors, LLC's estimated gain on his IJR holdings is $5.92 Mil, reflecting a 26.56% gain to date.

Cedar Mountain Advisors, LLC IJR ($111.87) Holding Chart

Cedar Mountain 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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