HCR Wealth Advisors IJR Holdings History
HCR Wealth Advisors's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, HCR Wealth Advisors held 409,410.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $42.81 Mil. This investment constitutes 5.57% of their stock portfolio, and HCR Wealth Advisors now holds 0.06% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q1. And since then HCR Wealth Advisors has made 11 purchases of IJR, at an average price of $105.88, for a total of 464,343.00 shares. In addition, there have been 9 sales at an average price of $98.63 for 54,933.00 shares. Based on historical transaction data and IJR's current price of $113.12, HCR Wealth Advisors's estimated gain on his IJR holdings is $2.56 Mil, reflecting a 5.22% gain to date.
HCR Wealth Advisors IJR ($113.12) Holding Chart
HCR Wealth Advisors IJR ($113.12) 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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