Elk River Wealth Management, LLC IJR Holdings History
Elk River Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Elk River Wealth Management, LLC held 327,502.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $35.79 Mil. This investment constitutes 6.16% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0.05% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. And since then Elk River Wealth Management, LLC has made 15 purchases of IJR, at an average price of $97.38, for a total of 364,810.00 shares. In addition, there have been 3 sales at an average price of $100.19 for 37,308.00 shares. Based on historical transaction data and IJR's current price of $112.82, Elk River Wealth Management, LLC's estimated gain on his IJR holdings is $5.16 Mil, reflecting a 14.53% gain to date.
Elk River Wealth Management, LLC IJR ($112.82) Holding Chart
Elk River Wealth Management, LLC IJR ($112.82) 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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