Dechtman Wealth Management, LLC IJR Holdings History
Dechtman Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2024-12-31, Dechtman Wealth Management, LLC held 183,391.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $21.13 Mil. This investment constitutes 4.08% of their stock portfolio, and Dechtman Wealth Management, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q2. In addition, there have been 6 sales at an average price of $100.32 for 54,395.00 shares. Based on historical transaction data and IJR's current price of $114.15, Dechtman Wealth Management, LLC's estimated gain on his IJR holdings is $3.80 Mil, reflecting a 16.83% gain to date.
Dechtman Wealth Management, LLC IJR ($114.15) Holding Chart
Dechtman Wealth Management, LLC IJR ($114.15) 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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