LVZ, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, LVZ, Inc. held 27,370.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $2.99 Mil. This investment constitutes 0.36% of their stock portfolio, and LVZ, Inc. now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2015Q1. And since then LVZ, Inc. has made 20 purchases of IJR, at an average price of $79.60, for a total of 1.09 Mil shares. In addition, there have been 16 sales at an average price of $101.67 for 1.06 Mil shares. Based on historical transaction data and IJR's current price of $112.32, LVZ, Inc.'s estimated gain on his IJR holdings is $24.33 Mil, reflecting a 28.05% gain to date.
LVZ, Inc. IJR ($112.32) Holding Chart
LVZ, Inc. 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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