LWS Wealth Advisors, Inc. IJR Holdings History
LWS Wealth Advisors, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held 84,461.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $9.14 Mil. This investment constitutes 3.43% of their stock portfolio, and LWS Wealth Advisors, Inc. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q4. And since then LWS Wealth Advisors, Inc. has made 10 purchases of IJR, at an average price of $81.59, for a total of 109,829.00 shares. In addition, there have been 5 sales at an average price of $79.09 for 25,368.00 shares. Based on historical transaction data and IJR's current price of $111.87, LWS Wealth Advisors, Inc.'s estimated gain on his IJR holdings is $2.49 Mil, reflecting a 27.83% gain to date.
LWS Wealth Advisors, Inc. IJR ($111.87) Holding Chart
LWS Wealth Advisors, Inc. IJR ($111.87) 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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