Litman Gregory Wealth Management LLC IJR Holdings History
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 % | |||
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