Number of Shares
130,006.00
Current Holdings Value*
$14.21 Mil
% of Portfolio
1.12%
Total Estimate Gain
$1.74 Mil
% of Total Estimate Gain
5.83%

Litman Gregory Wealth Management LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, Litman Gregory Wealth Management LLC held 130,006.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $14.21 Mil. This investment constitutes 1.12% of their stock portfolio, and Litman Gregory Wealth Management 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 Litman Gregory Wealth Management LLC has made 17 purchases of IJR, at an average price of $104.35, for a total of 285,419.00 shares. In addition, there have been 7 sales at an average price of $108.05 for 155,413.00 shares. Based on historical transaction data and IJR's current price of $113.30, Litman Gregory Wealth Management LLC's estimated gain on his IJR holdings is $1.74 Mil, reflecting a 5.83% gain to date.

Litman Gregory Wealth Management LLC IJR ($113.30) Holding Chart

Litman Gregory Wealth Management LLC IJR ($113.30) 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 %

Top Ranked Articles

  • 1