Round Rock Advisors, LLC IJR Holdings History
Round Rock Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Round Rock Advisors, LLC held 220,367.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $23.04 Mil. This investment constitutes 4.27% of their stock portfolio, and Round Rock Advisors, LLC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. And since then Round Rock Advisors, LLC has made 12 purchases of IJR, at an average price of $94.33, for a total of 230,737.00 shares. In addition, there have been 5 sales at an average price of $105.52 for 10,370.00 shares. Based on historical transaction data and IJR's current price of $114.15, Round Rock Advisors, LLC's estimated gain on his IJR holdings is $4.48 Mil, reflecting a 20.60% gain to date.
Round Rock Advisors, LLC IJR ($114.15) Holding Chart
Round Rock Advisors, LLC IJR ($114.15) 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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