Legacy Wealth Management, Inc IJR Holdings History
Legacy Wealth Management, Inc's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Legacy Wealth Management, Inc held 496,080.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $51.88 Mil. This investment constitutes 3.46% of their stock portfolio, and Legacy Wealth Management, Inc now holds 0.07% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2017Q1. And since then Legacy Wealth Management, Inc has made 24 purchases of IJR, at an average price of $87.58, for a total of 1.05 Mil shares. In addition, there have been 5 sales at an average price of $72.68 for 549,871.00 shares. Based on historical transaction data and IJR's current price of $109.49, Legacy Wealth Management, Inc's estimated gain on his IJR holdings is $2.67 Mil, reflecting a 2.92% gain to date.
Legacy Wealth Management, Inc IJR ($109.49) Holding Chart
Legacy Wealth Management, Inc IJR ($109.49) 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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