Heritage Investment Group, Inc. IJR Holdings History
Heritage Investment Group, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Heritage Investment Group, Inc. held 116,107.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $12.69 Mil. This investment constitutes 2.19% of their stock portfolio, and Heritage Investment Group, Inc. now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q4. And since then Heritage Investment Group, Inc. has made 12 purchases of IJR, at an average price of $105.54, for a total of 145,171.00 shares. In addition, there have been 2 sales at an average price of $102.82 for 29,064.00 shares. Based on historical transaction data and IJR's current price of $112.90, Heritage Investment Group, Inc.'s estimated gain on his IJR holdings is $775,385.56, reflecting a 5.06% gain to date.
Heritage Investment Group, Inc. IJR ($112.90) Holding Chart
Heritage Investment Group, Inc. IJR ($112.90) 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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