KFA Private Wealth Group, LLC IJR Holdings History
KFA Private Wealth Group, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, KFA Private Wealth Group, LLC held 90,054.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $9.42 Mil. This investment constitutes 3.3% of their stock portfolio, and KFA Private Wealth Group, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q4. And since then KFA Private Wealth Group, LLC has made 14 purchases of IJR, at an average price of $90.29, for a total of 287,835.00 shares. In addition, there have been 7 sales at an average price of $88.81 for 197,781.00 shares. Based on historical transaction data and IJR's current price of $113.08, KFA Private Wealth Group, LLC's estimated gain on his IJR holdings is $1.76 Mil, reflecting a 6.77% gain to date.
KFA Private Wealth Group, LLC IJR ($113.08) Holding Chart
KFA Private Wealth Group, LLC IJR ($113.08) 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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