Emerson Wealth, LLC IJR Holdings History
Emerson Wealth, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2022-06-30, Emerson Wealth, LLC held 33,752.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.12 Mil. This investment constitutes 2.04% of their stock portfolio, and Emerson Wealth, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q1. And since then Emerson Wealth, LLC has made 3 purchases of IJR, at an average price of $89.53, for a total of 37,727.00 shares. In addition, there have been 3 sales at an average price of $68.17 for 3,975.00 shares. Based on historical transaction data and IJR's current price of $111.87, Emerson Wealth, LLC's estimated gain on his IJR holdings is $669,267.83, reflecting a 19.82% gain to date.
Emerson Wealth, LLC IJR ($111.87) Holding Chart
Emerson Wealth, LLC IJR ($111.87) 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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