Paradigm, Strategies In Wealth Management, LLC IJR Holdings History
Paradigm, Strategies in Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Paradigm, Strategies in Wealth Management, LLC held 146,486.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $15.32 Mil. This investment constitutes 10.33% of their stock portfolio, and Paradigm, Strategies in Wealth Management, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q1. And since then Paradigm, Strategies in Wealth Management, LLC has made 11 purchases of IJR, at an average price of $99.91, for a total of 160,699.00 shares. In addition, there have been 5 sales at an average price of $108.42 for 14,213.00 shares. Based on historical transaction data and IJR's current price of $111.16, Paradigm, Strategies in Wealth Management, LLC's estimated gain on his IJR holdings is $1.77 Mil, reflecting a 11.01% gain to date.
Paradigm, Strategies in Wealth Management, LLC IJR ($111.16) Holding Chart
Paradigm, Strategies in Wealth Management, LLC IJR ($111.16) 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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