Dougherty Wealth Advisers LLC IJR Holdings History
Dougherty Wealth Advisers LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Dougherty Wealth Advisers LLC held 17,711.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $1.94 Mil. This investment constitutes 1.29% of their stock portfolio, and Dougherty Wealth Advisers LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q4. And since then Dougherty Wealth Advisers LLC has made 1 purchases of IJR, at an average price of $82.88, for a total of 27,637.00 shares. In addition, there have been 6 sales at an average price of $99.77 for 9,926.00 shares. Based on historical transaction data and IJR's current price of $112.83, Dougherty Wealth Advisers LLC's estimated gain on his IJR holdings is $698,074.99, reflecting a 30.48% gain to date.
Dougherty Wealth Advisers LLC IJR ($112.83) Holding Chart
Dougherty Wealth Advisers LLC IJR ($112.83) 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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