ELEVATION WEALTH PARTNERS, LLC IJR Holdings History
ELEVATION WEALTH PARTNERS, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 51,997.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $5.68 Mil. This investment constitutes 2.24% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q1. And since then ELEVATION WEALTH PARTNERS, LLC has made 7 purchases of IJR, at an average price of $101.65, for a total of 56,031.00 shares. In addition, there have been 2 sales at an average price of $103.33 for 4,034.00 shares. Based on historical transaction data and IJR's current price of $113.79, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his IJR holdings is $638,496.77, reflecting a 11.21% gain to date.
ELEVATION WEALTH PARTNERS, LLC IJR ($113.79) Holding Chart
ELEVATION WEALTH PARTNERS, LLC IJR ($113.79) 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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