SVA Plumb Wealth Management, LLC IJR Holdings History
SVA Plumb Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2020-12-31, SVA Plumb Wealth Management, LLC held 577,799.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $53.10 Mil. This investment constitutes 4.93% of their stock portfolio, and SVA Plumb Wealth Management, LLC now holds 0.09% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2015Q1. And since then SVA Plumb Wealth Management, LLC has made 9 purchases of IJR, at an average price of $63.36, for a total of 580,791.00 shares. In addition, there have been 6 sales at an average price of $74.89 for 2,992.00 shares. Based on historical transaction data and IJR's current price of $113.12, SVA Plumb Wealth Management, LLC's estimated gain on his IJR holdings is $28.78 Mil, reflecting a 78.21% gain to date.
SVA Plumb Wealth Management, LLC IJR ($113.12) Holding Chart
SVA Plumb Wealth Management, LLC IJR ($113.12) 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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