Inlight Wealth Management, LLC IJR Holdings History
Number of Shares
123,370.00
Current Holdings Value*
$10.17 Mil
% of Portfolio
6.3%
Total Estimate Gain
$-791,070.80
% of Total Estimate Gain
-5.38%
Inlight Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Inlight Wealth Management, LLC held 123,370.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $10.17 Mil. This investment constitutes 6.3% of their stock portfolio, and Inlight Wealth Management, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. And since then Inlight Wealth Management, LLC has made 1 purchases of IJR, at an average price of $119.23, for a total of 123,370.00 shares. Based on historical transaction data and IJR's current price of $112.82, Inlight Wealth Management, LLC's estimated gain on his IJR holdings is $-791,070.80, reflecting a -5.38% gain to date.
Inlight Wealth Management, LLC IJR ($112.82) Holding Chart
Inlight Wealth Management, LLC IJR ($112.82) 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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