King Wealth Management Group IJR Holdings History
King Wealth Management Group's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, King Wealth Management Group held 189,130.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $19.78 Mil. This investment constitutes 3% of their stock portfolio, and King Wealth Management Group now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2013Q2. And since then King Wealth Management Group has made 37 purchases of IJR, at an average price of $67.17, for a total of 460,805.00 shares. In addition, there have been 9 sales at an average price of $74.23 for 271,675.00 shares. Based on historical transaction data and IJR's current price of $112.41, King Wealth Management Group's estimated gain on his IJR holdings is $10.47 Mil, reflecting a 33.84% gain to date.
King Wealth Management Group IJR ($112.41) Holding Chart
King Wealth Management Group IJR ($112.41) 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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