Next Level Wealth Planning, LLC IJR Holdings History
Next Level Wealth Planning, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Next Level Wealth Planning, LLC held 78,375.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $8.20 Mil. This investment constitutes 6.21% of their stock portfolio, and Next Level Wealth Planning, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. And since then Next Level Wealth Planning, LLC has made 1 purchases of IJR, at an average price of $119.26, for a total of 78,375.00 shares. Based on historical transaction data and IJR's current price of $111.87, Next Level Wealth Planning, LLC's estimated gain on his IJR holdings is $-579,213.85, reflecting a -6.20% gain to date.
Next Level Wealth Planning, LLC IJR ($111.87) Holding Chart
Next Level Wealth Planning, LLC IJR ($111.87) 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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