Filbrandt Wealth Management, LLC IJR Holdings History
Filbrandt Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2021-09-30, Filbrandt Wealth Management, LLC held 26,035.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.84 Mil. This investment constitutes 1.63% of their stock portfolio, and Filbrandt Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q4. And since then Filbrandt Wealth Management, LLC has made 1 purchases of IJR, at an average price of $77.02, for a total of 37,202.00 shares. In addition, there have been 6 sales at an average price of $95.91 for 11,167.00 shares. Based on historical transaction data and IJR's current price of $112.18, Filbrandt Wealth Management, LLC's estimated gain on his IJR holdings is $1.13 Mil, reflecting a 39.31% gain to date.
Filbrandt Wealth Management, LLC IJR ($112.18) Holding Chart
Filbrandt Wealth Management, LLC IJR ($112.18) 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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