Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
33.37%

SOUNDMARK WEALTH MANAGEMENT, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2024-06-30, SOUNDMARK WEALTH MANAGEMENT, LLC held - shares of iShares Core S&P Small-Cap ETF(IJR), totaling N/A. This investment constitutes 0% of their stock portfolio, and SOUNDMARK WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2020Q4. And since then SOUNDMARK WEALTH MANAGEMENT, LLC has made 3 purchases of IJR, at an average price of $82.19, for a total of 45,804.00 shares. In addition, there have been 8 sales at an average price of $109.63 for 45,804.00 shares. Based on historical transaction data and IJR's current price of $112.68, SOUNDMARK WEALTH MANAGEMENT, LLC's estimated gain on his IJR holdings is $1.26 Mil, reflecting a 33.37% gain to date.

SOUNDMARK WEALTH MANAGEMENT, LLC IJR ($112.68) Holding Chart

SOUNDMARK WEALTH MANAGEMENT, LLC IJR ($112.68) 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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