Circle Wealth Management, LLC IJR Holdings History
Circle Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Circle Wealth Management, LLC held 2.10 Mil shares of iShares Core S&P Small-Cap ETF(IJR), totaling $219.72 Mil. This investment constitutes 5.04% of their stock portfolio, and Circle Wealth Management, LLC now holds 0.29% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q1. And since then Circle Wealth Management, LLC has made 9 purchases of IJR, at an average price of $99.81, for a total of 2.12 Mil shares. In addition, there have been 3 sales at an average price of $98.54 for 21,706.00 shares. Based on historical transaction data and IJR's current price of $111.56, Circle Wealth Management, LLC's estimated gain on his IJR holdings is $24.66 Mil, reflecting a 11.64% gain to date.
Circle Wealth Management, LLC IJR ($111.56) Holding Chart
Circle Wealth Management, LLC IJR ($111.56) 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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