Provident Wealth Management, LLC IJR Holdings History
Provident Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Provident Wealth Management, LLC held 58,985.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $6.17 Mil. This investment constitutes 2.13% of their stock portfolio, and Provident 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 2019Q4. And since then Provident Wealth Management, LLC has made 15 purchases of IJR, at an average price of $96.45, for a total of 67,971.00 shares. In addition, there have been 6 sales at an average price of $92.14 for 8,986.00 shares. Based on historical transaction data and IJR's current price of $112.82, Provident Wealth Management, LLC's estimated gain on his IJR holdings is $927,111.55, reflecting a 14.14% gain to date.
Provident Wealth Management, LLC IJR ($112.82) Holding Chart
Provident Wealth Management, LLC IJR ($112.82) 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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