MBL Wealth, LLC IJR Holdings History
MBL Wealth, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, MBL Wealth, LLC held 244,002.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $25.52 Mil. This investment constitutes 2.58% of their stock portfolio, and MBL Wealth, LLC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. And since then MBL Wealth, LLC has made 12 purchases of IJR, at an average price of $96.83, for a total of 244,307.00 shares. In addition, there have been 1 sales at an average price of $95.00 for 305.00 shares. Based on historical transaction data and IJR's current price of $110.82, MBL Wealth, LLC's estimated gain on his IJR holdings is $3.41 Mil, reflecting a 14.43% gain to date.
MBL Wealth, LLC IJR ($110.82) Holding Chart
MBL Wealth, LLC IJR ($110.82) 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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