Etesian Wealth Advisors, Inc. IJR Holdings History
Etesian Wealth Advisors, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Etesian Wealth Advisors, Inc. held 68,973.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $7.21 Mil. This investment constitutes 3.11% of their stock portfolio, and Etesian Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q4. And since then Etesian Wealth Advisors, Inc. has made 6 purchases of IJR, at an average price of $97.06, for a total of 73,063.00 shares. In addition, there have been 3 sales at an average price of $110.35 for 4,090.00 shares. Based on historical transaction data and IJR's current price of $112.83, Etesian Wealth Advisors, Inc.'s estimated gain on his IJR holdings is $1.14 Mil, reflecting a 16.11% gain to date.
Etesian Wealth Advisors, Inc. IJR ($112.83) Holding Chart
Etesian Wealth Advisors, Inc. IJR ($112.83) 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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