ENZI WEALTH IJR Holdings History
ENZI WEALTH's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, ENZI WEALTH held 180,201.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $20.33 Mil. This investment constitutes 7.45% of their stock portfolio, and ENZI WEALTH now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q3. And since then ENZI WEALTH has made 8 purchases of IJR, at an average price of $98.90, for a total of 196,569.00 shares. In addition, there have been 3 sales at an average price of $100.78 for 16,368.00 shares. Based on historical transaction data and IJR's current price of $111.56, ENZI WEALTH's estimated gain on his IJR holdings is $2.31 Mil, reflecting a 11.89% gain to date.
ENZI WEALTH IJR ($111.56) Holding Chart
ENZI WEALTH IJR ($111.56) 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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