RMR Wealth Builders IJR Holdings History
RMR Wealth Builders's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, RMR Wealth Builders held 225,726.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $23.60 Mil. This investment constitutes 2.48% of their stock portfolio, and RMR Wealth Builders now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q4. And since then RMR Wealth Builders has made 17 purchases of IJR, at an average price of $107.79, for a total of 251,506.00 shares. In addition, there have been 4 sales at an average price of $94.65 for 25,780.00 shares. Based on historical transaction data and IJR's current price of $113.08, RMR Wealth Builders's estimated gain on his IJR holdings is $856,183.36, reflecting a 3.16% gain to date.
RMR Wealth Builders IJR ($113.08) Holding Chart
RMR Wealth Builders IJR ($113.08) 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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