RTD Financial Advisors, Inc. IJR Holdings History
RTD Financial Advisors, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, RTD Financial Advisors, Inc. held 273,535.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $29.89 Mil. This investment constitutes 3.83% of their stock portfolio, and RTD Financial Advisors, Inc. now holds 0.04% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q4. And since then RTD Financial Advisors, Inc. has made 8 purchases of IJR, at an average price of $112.00, for a total of 292,643.00 shares. In addition, there have been 6 sales at an average price of $98.11 for 19,108.00 shares. Based on historical transaction data and IJR's current price of $111.87, RTD Financial Advisors, Inc.'s estimated gain on his IJR holdings is $-300,303.45, reflecting a -0.92% gain to date.
RTD Financial Advisors, Inc. IJR ($111.87) Holding Chart
RTD Financial Advisors, Inc. 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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