Destination Wealth Management IJR Holdings History
Destination Wealth Management's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Destination Wealth Management held 796,785.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $83.32 Mil. This investment constitutes 2.63% of their stock portfolio, and Destination Wealth Management now holds 0.11% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2013Q4. And since then Destination Wealth Management has made 20 purchases of IJR, at an average price of $55.13, for a total of 1.72 Mil shares. In addition, there have been 17 sales at an average price of $69.85 for 921,086.00 shares. Based on historical transaction data and IJR's current price of $113.83, Destination Wealth Management's estimated gain on his IJR holdings is $60.33 Mil, reflecting a 63.71% gain to date.
Destination Wealth Management IJR ($113.83) Holding Chart
Destination Wealth Management 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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