MISSION WEALTH MANAGEMENT, LP IJR Holdings History
MISSION WEALTH MANAGEMENT, LP's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, MISSION WEALTH MANAGEMENT, LP held 533,338.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $55.77 Mil. This investment constitutes 1.37% of their stock portfolio, and MISSION WEALTH MANAGEMENT, LP now holds 0.07% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then MISSION WEALTH MANAGEMENT, LP has made 15 purchases of IJR, at an average price of $88.11, for a total of 665,350.00 shares. In addition, there have been 13 sales at an average price of $99.45 for 132,012.00 shares. Based on historical transaction data and IJR's current price of $113.08, MISSION WEALTH MANAGEMENT, LP's estimated gain on his IJR holdings is $14.82 Mil, reflecting a 25.28% gain to date.
MISSION WEALTH MANAGEMENT, LP IJR ($113.08) Holding Chart
MISSION WEALTH MANAGEMENT, LP IJR ($113.08) 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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