Kagan Cocozza Asset Management IJR Holdings History
Kagan Cocozza Asset Management's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Kagan Cocozza Asset Management held 28,828.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.15 Mil. This investment constitutes 2.42% of their stock portfolio, and Kagan Cocozza Asset Management 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 Kagan Cocozza Asset Management has made 2 purchases of IJR, at an average price of $117.36, for a total of 28,828.00 shares. Based on historical transaction data and IJR's current price of $112.87, Kagan Cocozza Asset Management's estimated gain on his IJR holdings is $-129,443.76, reflecting a -3.83% gain to date.
Kagan Cocozza Asset Management IJR ($112.87) Holding Chart
Kagan Cocozza Asset Management IJR ($112.87) 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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