ELEVATION WEALTH PARTNERS, LLC IJS Holdings History
ELEVATION WEALTH PARTNERS, LLC's iShares S&P Small-Cap 600 Value ETF Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 11,952.00 shares of iShares S&P Small-Cap 600 Value ETF(IJS), totaling $1.19 Mil. This investment constitutes 0.47% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0.02% of the outstanding iShares S&P Small-Cap 600 Value ETF(IJS) stock.
The initial trade took place in 2023Q1. And since then ELEVATION WEALTH PARTNERS, LLC has made 8 purchases of IJS, at an average price of $95.67, for a total of 11,952.00 shares. Based on historical transaction data and IJS's current price of $103.42, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his IJS holdings is $92,593.78, reflecting a 8.10% gain to date.
ELEVATION WEALTH PARTNERS, LLC IJS ($103.42) Holding Chart
ELEVATION WEALTH PARTNERS, LLC IJS ($103.42) 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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