Investment Advisory Group, LLC IJR Holdings History
Investment Advisory Group, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Investment Advisory Group, LLC held 117,693.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $12.31 Mil. This investment constitutes 4.12% of their stock portfolio, and Investment Advisory Group, LLC 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 Investment Advisory Group, LLC has made 13 purchases of IJR, at an average price of $107.04, for a total of 117,693.00 shares. Based on historical transaction data and IJR's current price of $112.32, Investment Advisory Group, LLC's estimated gain on his IJR holdings is $621,992.95, reflecting a 4.94% gain to date.
Investment Advisory Group, LLC IJR ($112.32) Holding Chart
Investment Advisory Group, LLC IJR ($112.32) 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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