Northwest Quadrant Wealth Management, LLC IJR Holdings History
Northwest Quadrant Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Northwest Quadrant Wealth Management, LLC held 406,031.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $42.46 Mil. This investment constitutes 9.96% of their stock portfolio, and Northwest Quadrant Wealth Management, LLC now holds 0.06% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Northwest Quadrant Wealth Management, LLC has made 24 purchases of IJR, at an average price of $83.72, for a total of 506,539.00 shares. In addition, there have been 3 sales at an average price of $95.31 for 100,508.00 shares. Based on historical transaction data and IJR's current price of $112.83, Northwest Quadrant Wealth Management, LLC's estimated gain on his IJR holdings is $12.98 Mil, reflecting a 30.62% gain to date.
Northwest Quadrant Wealth Management, LLC IJR ($112.83) Holding Chart
Northwest Quadrant Wealth Management, LLC IJR ($112.83) 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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