Global Wealth Management, LLC IJR Holdings History
Global Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Global Wealth Management, LLC held 87,477.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $9.90 Mil. This investment constitutes 5.43% of their stock portfolio, and Global Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q3. In addition, there have been 3 sales at an average price of $107.96 for 15,476.00 shares. Based on historical transaction data and IJR's current price of $111.87, Global Wealth Management, LLC's estimated gain on his IJR holdings is $-174,789.01, reflecting a -1.50% gain to date.
Global Wealth Management, LLC IJR ($111.87) Holding Chart
Global 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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