Legacy Financial Strategies, LLC IJR Holdings History
Legacy Financial Strategies, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Legacy Financial Strategies, LLC held 160,719.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $16.81 Mil. This investment constitutes 3.66% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Legacy Financial Strategies, LLC has made 17 purchases of IJR, at an average price of $90.34, for a total of 219,767.00 shares. In addition, there have been 11 sales at an average price of $83.62 for 59,048.00 shares. Based on historical transaction data and IJR's current price of $112.95, Legacy Financial Strategies, LLC's estimated gain on his IJR holdings is $3.24 Mil, reflecting a 16.31% gain to date.
Legacy Financial Strategies, LLC IJR ($112.95) Holding Chart
Legacy Financial Strategies, LLC IJR ($112.95) 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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