PROATHLETE WEALTH MANAGEMENT LLC IJR Holdings History
Number of Shares
195,698.00
Current Holdings Value*
$20.47 Mil
% of Portfolio
7.46%
Total Estimate Gain
$1.55 Mil
% of Total Estimate Gain
7.90%
PROATHLETE WEALTH MANAGEMENT LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, PROATHLETE WEALTH MANAGEMENT LLC held 195,698.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $20.47 Mil. This investment constitutes 7.46% of their stock portfolio, and PROATHLETE WEALTH MANAGEMENT LLC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q4. And since then PROATHLETE WEALTH MANAGEMENT LLC has made 5 purchases of IJR, at an average price of $100.14, for a total of 195,698.00 shares. Based on historical transaction data and IJR's current price of $108.05, PROATHLETE WEALTH MANAGEMENT LLC's estimated gain on his IJR holdings is $1.55 Mil, reflecting a 7.90% gain to date.
PROATHLETE WEALTH MANAGEMENT LLC IJR ($108.05) Holding Chart
PROATHLETE WEALTH MANAGEMENT LLC IJR ($108.05) 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 % |
Top Ranked Articles
- 1