Independence Wealth Advisors, Inc. IJR Holdings History
Independence Wealth Advisors, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2020-12-31, Independence Wealth Advisors, Inc. held 21,774.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.00 Mil. This investment constitutes 4.49% of their stock portfolio, and Independence Wealth Advisors, Inc. now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Independence Wealth Advisors, Inc. has made 2 purchases of IJR, at an average price of $81.34, for a total of 68,812.00 shares. In addition, there have been 8 sales at an average price of $72.39 for 47,038.00 shares. Based on historical transaction data and IJR's current price of $112.52, Independence Wealth Advisors, Inc.'s estimated gain on his IJR holdings is $258,085.63, reflecting a 4.61% gain to date.
Independence Wealth Advisors, Inc. IJR ($112.52) Holding Chart
Independence Wealth Advisors, Inc. IJR ($112.52) 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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