Journey Beyond Wealth, LLC IJR Holdings History
Journey Beyond Wealth, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Journey Beyond Wealth, LLC held 36,368.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.97 Mil. This investment constitutes 3.35% of their stock portfolio, and Journey Beyond Wealth, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. And since then Journey Beyond Wealth, LLC has made 1 purchases of IJR, at an average price of $119.12, for a total of 36,955.00 shares. In addition, there have been 1 sales at an average price of $103.39 for 587.00 shares. Based on historical transaction data and IJR's current price of $112.83, Journey Beyond Wealth, LLC's estimated gain on his IJR holdings is $-237,905.03, reflecting a -5.40% gain to date.
Journey Beyond Wealth, LLC IJR ($112.83) Holding Chart
Journey Beyond Wealth, LLC IJR ($112.83) 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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