HILLTOP WEALTH ADVISORS, LLC IJR Holdings History
HILLTOP WEALTH ADVISORS, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, HILLTOP WEALTH ADVISORS, LLC held - shares of iShares Core S&P Small-Cap ETF(IJR), totaling N/A. This investment constitutes 0% of their stock portfolio, and HILLTOP WEALTH ADVISORS, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q1. And since then HILLTOP WEALTH ADVISORS, LLC has made 9 purchases of IJR, at an average price of $105.72, for a total of 323,191.00 shares. In addition, there have been 7 sales at an average price of $99.43 for 323,191.00 shares. Based on historical transaction data and IJR's current price of $113.79, HILLTOP WEALTH ADVISORS, LLC's estimated gain on his IJR holdings is $-2.03 Mil, reflecting a -5.95% gain to date.
HILLTOP WEALTH ADVISORS, LLC IJR ($113.79) Holding Chart
HILLTOP WEALTH ADVISORS, LLC IJR ($113.79) 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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