Latko Wealth Management, Ltd. IJR Holdings History
Latko Wealth Management, Ltd.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Latko Wealth Management, Ltd. held 49,445.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $5.17 Mil. This investment constitutes 3.35% of their stock portfolio, and Latko Wealth Management, Ltd. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q3. And since then Latko Wealth Management, Ltd. has made 1 purchases of IJR, at an average price of $113.06, for a total of 49,545.00 shares. In addition, there have been 1 sales at an average price of $112.84 for 100.00 shares. Based on historical transaction data and IJR's current price of $114.15, Latko Wealth Management, Ltd.'s estimated gain on his IJR holdings is $54,012.17, reflecting a 0.96% gain to date.
Latko Wealth Management, Ltd. IJR ($114.15) Holding Chart
Latko Wealth Management, Ltd. IJR ($114.15) 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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