M Holdings Securities, Inc. IJR Holdings History
M Holdings Securities, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, M Holdings Securities, Inc. held 156,225.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $16.34 Mil. This investment constitutes 2.72% of their stock portfolio, and M Holdings Securities, Inc. 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 M Holdings Securities, Inc. has made 20 purchases of IJR, at an average price of $98.26, for a total of 480,810.00 shares. In addition, there have been 5 sales at an average price of $100.97 for 324,585.00 shares. Based on historical transaction data and IJR's current price of $110.96, M Holdings Securities, Inc.'s estimated gain on his IJR holdings is $2.86 Mil, reflecting a 6.06% gain to date.
M Holdings Securities, Inc. IJR ($110.96) Holding Chart
M Holdings Securities, Inc. IJR ($110.96) 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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