RF&L WEALTH MANAGEMENT, LLC IJR Holdings History
RF&L WEALTH MANAGEMENT, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 7,119.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $778,040.00. This investment constitutes 0.5% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q4. And since then RF&L WEALTH MANAGEMENT, LLC has made 2 purchases of IJR, at an average price of $99.45, for a total of 7,394.00 shares. In addition, there have been 2 sales at an average price of $99.05 for 275.00 shares. Based on historical transaction data and IJR's current price of $111.87, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his IJR holdings is $88,281.07, reflecting a 12.01% gain to date.
RF&L WEALTH MANAGEMENT, LLC IJR ($111.87) Holding Chart
RF&L 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
