SARD WEALTH MANAGEMENT GROUP, LLC IJR Holdings History
SARD WEALTH MANAGEMENT GROUP, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 70,116.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $7.66 Mil. This investment constitutes 4.72% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q2. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 5 purchases of IJR, at an average price of $107.36, for a total of 70,116.00 shares. Based on historical transaction data and IJR's current price of $114.72, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his IJR holdings is $515,724.93, reflecting a 6.85% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC IJR ($114.72) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC IJR ($114.72) 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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