LVW Advisors, LLC IJR Holdings History
LVW Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, LVW Advisors, LLC held 111,682.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $12.21 Mil. This investment constitutes 1.33% of their stock portfolio, and LVW Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q2. And since then LVW Advisors, LLC has made 6 purchases of IJR, at an average price of $111.87, for a total of 111,825.00 shares. In addition, there have been 3 sales at an average price of $102.40 for 143.00 shares. Based on historical transaction data and IJR's current price of $112.32, LVW Advisors, LLC's estimated gain on his IJR holdings is $48,775.88, reflecting a 0.39% gain to date.
LVW Advisors, LLC IJR ($112.32) Holding Chart
LVW Advisors, LLC IJR ($112.32) 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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