David J Yvars Group IJR Holdings History

Number of Shares
19,067.00
Current Holdings Value*
$2.08 Mil
% of Portfolio
1.22%
Total Estimate Gain
$374,331.94
% of Total Estimate Gain
11.72%

David J Yvars Group's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, David J Yvars Group held 19,067.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.08 Mil. This investment constitutes 1.22% of their stock portfolio, and David J Yvars Group 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 David J Yvars Group has made 6 purchases of IJR, at an average price of $96.89, for a total of 32,970.00 shares. In addition, there have been 11 sales at an average price of $101.96 for 13,903.00 shares. Based on historical transaction data and IJR's current price of $112.82, David J Yvars Group's estimated gain on his IJR holdings is $374,331.94, reflecting a 11.72% gain to date.

David J Yvars Group IJR ($112.82) Holding Chart

David J Yvars Group IJR ($112.82) 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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