Fairhaven Wealth Management, LLC IJR Holdings History
Fairhaven Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2024-12-31, Fairhaven Wealth Management, LLC held 130,494.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $15.04 Mil. This investment constitutes 4.7% of their stock portfolio, and Fairhaven Wealth Management, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q4. And since then Fairhaven Wealth Management, LLC has made 15 purchases of IJR, at an average price of $79.44, for a total of 217,028.00 shares. In addition, there have been 8 sales at an average price of $100.09 for 86,534.00 shares. Based on historical transaction data and IJR's current price of $111.87, Fairhaven Wealth Management, LLC's estimated gain on his IJR holdings is $6.02 Mil, reflecting a 34.91% gain to date.
Fairhaven Wealth Management, LLC IJR ($111.87) Holding Chart
Fairhaven Wealth Management, 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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