McAdam, LLC IJR Holdings History
Number of Shares
50,689.00
Current Holdings Value*
$5.54 Mil
% of Portfolio
0.3%
Total Estimate Gain
$3,495.65
% of Total Estimate Gain
0.03%
McAdam, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, McAdam, LLC held 50,689.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $5.54 Mil. This investment constitutes 0.3% of their stock portfolio, and McAdam, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q3. And since then McAdam, LLC has made 5 purchases of IJR, at an average price of $112.59, for a total of 119,964.00 shares. In addition, there have been 2 sales at an average price of $112.83 for 69,275.00 shares. Based on historical transaction data and IJR's current price of $112.32, McAdam, LLC's estimated gain on his IJR holdings is $3,495.65, reflecting a 0.03% gain to date.
McAdam, LLC IJR ($112.32) Holding Chart
McAdam, LLC IJR ($112.32) 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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