Number of Shares
87,477.00
Current Holdings Value*
$9.90 Mil
% of Portfolio
5.43%
Total Estimate Gain
$-90,811.09
% of Total Estimate Gain
-0.78%

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 $112.83, Global Wealth Management, LLC's estimated gain on his IJR holdings is $-90,811.09, reflecting a -0.78% gain to date.

Global Wealth Management, LLC IJR ($112.83) Holding Chart

Global Wealth Management, LLC IJR ($112.83) 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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