SAGE FINANCIAL GROUP INC IJR Holdings History
SAGE FINANCIAL GROUP INC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, SAGE FINANCIAL GROUP INC held 570,963.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $59.71 Mil. This investment constitutes 4.82% of their stock portfolio, and SAGE FINANCIAL GROUP INC now holds 0.08% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then SAGE FINANCIAL GROUP INC has made 26 purchases of IJR, at an average price of $94.55, for a total of 576,932.00 shares. In addition, there have been 2 sales at an average price of $97.01 for 5,969.00 shares. Based on historical transaction data and IJR's current price of $112.10, SAGE FINANCIAL GROUP INC's estimated gain on his IJR holdings is $10.04 Mil, reflecting a 18.40% gain to date.
SAGE FINANCIAL GROUP INC IJR ($112.10) Holding Chart
SAGE FINANCIAL GROUP INC IJR ($112.10) 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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