Conservest Capital Advisors, Inc. IJR Holdings History
Conservest Capital Advisors, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Conservest Capital Advisors, Inc. held 246,774.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $25.81 Mil. This investment constitutes 2.71% of their stock portfolio, and Conservest Capital Advisors, Inc. now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Conservest Capital Advisors, Inc. has made 19 purchases of IJR, at an average price of $90.53, for a total of 449,577.00 shares. In addition, there have been 9 sales at an average price of $103.51 for 202,803.00 shares. Based on historical transaction data and IJR's current price of $113.12, Conservest Capital Advisors, Inc.'s estimated gain on his IJR holdings is $8.20 Mil, reflecting a 20.16% gain to date.
Conservest Capital Advisors, Inc. IJR ($113.12) Holding Chart
Conservest Capital Advisors, Inc. IJR ($113.12) 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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