Paragon Private Wealth Management, LLC IJR Holdings History
Paragon Private Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Paragon Private Wealth Management, LLC held 44,575.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $4.66 Mil. This investment constitutes 2.16% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q1. And since then Paragon Private Wealth Management, LLC has made 9 purchases of IJR, at an average price of $104.73, for a total of 44,575.00 shares. Based on historical transaction data and IJR's current price of $111.87, Paragon Private Wealth Management, LLC's estimated gain on his IJR holdings is $318,279.63, reflecting a 6.82% gain to date.
Paragon Private Wealth Management, LLC IJR ($111.87) Holding Chart
Paragon Private Wealth Management, 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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