SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co IJR Holdings History
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 13,044.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $1.35 Mil. This investment constitutes 1.39% of their stock portfolio, and SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $112.84 for 54,534.00 shares. Based on historical transaction data and IJR's current price of $112.82, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's estimated gain on his IJR holdings is $-453,033.48, reflecting a -5.61% gain to date.
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co IJR ($112.82) Holding Chart
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co IJR ($112.82) 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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