Concentrum Wealth Management IJR Holdings History
Concentrum Wealth Management's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Concentrum Wealth Management held 26,245.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.74 Mil. This investment constitutes 1.02% of their stock portfolio, and Concentrum Wealth Management now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q3. And since then Concentrum Wealth Management has made 5 purchases of IJR, at an average price of $110.91, for a total of 31,005.00 shares. In addition, there have been 2 sales at an average price of $106.21 for 4,760.00 shares. Based on historical transaction data and IJR's current price of $111.87, Concentrum Wealth Management's estimated gain on his IJR holdings is $2,828.44, reflecting a 0.08% gain to date.
Concentrum Wealth Management IJR ($111.87) Holding Chart
Concentrum Wealth Management 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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