Fountainhead AM, LLC IJR Holdings History
Fountainhead AM, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Fountainhead AM, LLC held 299,044.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $31.27 Mil. This investment constitutes 5.08% of their stock portfolio, and Fountainhead AM, LLC now holds 0.04% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. And since then Fountainhead AM, LLC has made 15 purchases of IJR, at an average price of $95.98, for a total of 299,557.00 shares. In addition, there have been 2 sales at an average price of $100.52 for 513.00 shares. Based on historical transaction data and IJR's current price of $112.32, Fountainhead AM, LLC's estimated gain on his IJR holdings is $4.89 Mil, reflecting a 17.00% gain to date.
Fountainhead AM, LLC IJR ($112.32) Holding Chart
Fountainhead AM, 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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