Connecticut Wealth Management, LLC IJR Holdings History
Connecticut Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Connecticut Wealth Management, LLC held 992,066.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $103.74 Mil. This investment constitutes 5.43% of their stock portfolio, and Connecticut Wealth Management, LLC now holds 0.14% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Connecticut Wealth Management, LLC has made 22 purchases of IJR, at an average price of $97.32, for a total of 1.61 Mil shares. In addition, there have been 6 sales at an average price of $102.74 for 621,787.00 shares. Based on historical transaction data and IJR's current price of $112.32, Connecticut Wealth Management, LLC's estimated gain on his IJR holdings is $18.26 Mil, reflecting a 11.63% gain to date.
Connecticut Wealth Management, LLC IJR ($112.32) Holding Chart
Connecticut Wealth Management, LLC IJR ($112.32) 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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