SWMG, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, SWMG, LLC held 6,819.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $680,840.00. This investment constitutes 0.27% of their stock portfolio, and SWMG, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. And since then SWMG, LLC has made 9 purchases of IJR, at an average price of $96.18, for a total of 76,824.00 shares. In addition, there have been 6 sales at an average price of $104.46 for 70,005.00 shares. Based on historical transaction data and IJR's current price of $111.34, SWMG, LLC's estimated gain on his IJR holdings is $682,872.41, reflecting a 9.24% gain to date.
SWMG, LLC IJR ($111.34) Holding Chart
SWMG, LLC IJR ($111.34) 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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