IRONWOOD WEALTH MANAGEMENT, INC. IJR Holdings History
IRONWOOD WEALTH MANAGEMENT, INC.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, IRONWOOD WEALTH MANAGEMENT, INC. held 165,311.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $18.52 Mil. This investment constitutes 8.75% of their stock portfolio, and IRONWOOD WEALTH MANAGEMENT, INC. now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. And since then IRONWOOD WEALTH MANAGEMENT, INC. has made 11 purchases of IJR, at an average price of $86.74, for a total of 201,954.00 shares. In addition, there have been 7 sales at an average price of $109.28 for 36,643.00 shares. Based on historical transaction data and IJR's current price of $114.15, IRONWOOD WEALTH MANAGEMENT, INC.'s estimated gain on his IJR holdings is $5.36 Mil, reflecting a 30.59% gain to date.
IRONWOOD WEALTH MANAGEMENT, INC. IJR ($114.15) Holding Chart
IRONWOOD WEALTH MANAGEMENT, 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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