Madison Wealth Partners, Inc IJR Holdings History
Madison Wealth Partners, Inc's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Madison Wealth Partners, Inc held 215,704.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $22.56 Mil. This investment constitutes 5.57% of their stock portfolio, and Madison Wealth Partners, Inc 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 Madison Wealth Partners, Inc has made 10 purchases of IJR, at an average price of $106.62, for a total of 222,042.00 shares. In addition, there have been 8 sales at an average price of $98.86 for 6,338.00 shares. Based on historical transaction data and IJR's current price of $112.82, Madison Wealth Partners, Inc's estimated gain on his IJR holdings is $1.29 Mil, reflecting a 5.44% gain to date.
Madison Wealth Partners, Inc IJR ($112.82) Holding Chart
Madison Wealth Partners, Inc IJR ($112.82) 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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