Landmark Wealth Management, LLC IJR Holdings History
Landmark Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Landmark Wealth Management, LLC held 61,936.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $6.48 Mil. This investment constitutes 2.86% of their stock portfolio, and Landmark Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q4. And since then Landmark Wealth Management, LLC has made 7 purchases of IJR, at an average price of $106.87, for a total of 205,351.00 shares. In addition, there have been 6 sales at an average price of $100.39 for 143,415.00 shares. Based on historical transaction data and IJR's current price of $113.08, Landmark Wealth Management, LLC's estimated gain on his IJR holdings is $-545,550.07, reflecting a -2.49% gain to date.
Landmark Wealth Management, LLC IJR ($113.08) Holding Chart
Landmark Wealth Management, LLC IJR ($113.08) 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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