DEFINED WEALTH MANAGEMENT, LLC IJR Holdings History
DEFINED WEALTH MANAGEMENT, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held 8,561.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $935,630.00. This investment constitutes 0.58% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. And since then DEFINED WEALTH MANAGEMENT, LLC has made 8 purchases of IJR, at an average price of $97.39, for a total of 56,136.00 shares. In addition, there have been 10 sales at an average price of $100.59 for 47,575.00 shares. Based on historical transaction data and IJR's current price of $111.61, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his IJR holdings is $273,958.57, reflecting a 5.01% gain to date.
DEFINED WEALTH MANAGEMENT, LLC IJR ($111.61) Holding Chart
DEFINED WEALTH MANAGEMENT, LLC IJR ($111.61) 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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