KMT WEALTH MANAGEMENT, LLC IJR Holdings History
KMT WEALTH MANAGEMENT, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, KMT WEALTH MANAGEMENT, LLC held 8,383.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $876,610.00. This investment constitutes 0.6% of their stock portfolio, and KMT WEALTH MANAGEMENT, 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 KMT WEALTH MANAGEMENT, LLC has made 1 purchases of IJR, at an average price of $117.97, for a total of 8,383.00 shares. Based on historical transaction data and IJR's current price of $112.82, KMT WEALTH MANAGEMENT, LLC's estimated gain on his IJR holdings is $-43,195.06, reflecting a -4.37% gain to date.
KMT WEALTH MANAGEMENT, LLC IJR ($112.82) Holding Chart
KMT 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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