FORM Wealth Advisors, LLC IJR Holdings History
FORM Wealth Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, FORM Wealth Advisors, LLC held 225,917.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $24.69 Mil. This investment constitutes 2.99% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2025Q1. And since then FORM Wealth Advisors, LLC has made 1 purchases of IJR, at an average price of $111.23, for a total of 225,917.00 shares. Based on historical transaction data and IJR's current price of $112.32, FORM Wealth Advisors, LLC's estimated gain on his IJR holdings is $246,045.76, reflecting a 0.98% gain to date.
FORM Wealth Advisors, LLC IJR ($112.32) Holding Chart
FORM Wealth Advisors, LLC IJR ($112.32) 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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