Crestmont Private Wealth LLC IJR Holdings History
Crestmont Private Wealth LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Crestmont Private Wealth LLC held 42,934.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $4.49 Mil. This investment constitutes 1.94% of their stock portfolio, and Crestmont Private Wealth LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q4. And since then Crestmont Private Wealth LLC has made 7 purchases of IJR, at an average price of $104.72, for a total of 109,909.00 shares. In addition, there have been 6 sales at an average price of $106.76 for 66,975.00 shares. Based on historical transaction data and IJR's current price of $113.83, Crestmont Private Wealth LLC's estimated gain on his IJR holdings is $527,155.33, reflecting a 4.58% gain to date.
Crestmont Private Wealth LLC IJR ($113.83) Holding Chart
Crestmont Private Wealth LLC IJR ($113.83) 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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