Graves Light Lenhart Wealth, Inc. IJR Holdings History
Graves Light Lenhart Wealth, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Graves Light Lenhart Wealth, Inc. held 288,199.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $31.50 Mil. This investment constitutes 3.75% of their stock portfolio, and Graves Light Lenhart Wealth, Inc. now holds 0.04% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q4. And since then Graves Light Lenhart Wealth, Inc. has made 21 purchases of IJR, at an average price of $94.87, for a total of 340,321.00 shares. In addition, there have been 5 sales at an average price of $110.92 for 52,122.00 shares. Based on historical transaction data and IJR's current price of $114.15, Graves Light Lenhart Wealth, Inc.'s estimated gain on his IJR holdings is $6.39 Mil, reflecting a 19.80% gain to date.
Graves Light Lenhart Wealth, Inc. IJR ($114.15) Holding Chart
Graves Light Lenhart Wealth, Inc. IJR ($114.15) 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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