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 %

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