Schneider Downs Wealth Management Advisors, LP IJR Holdings History
Schneider Downs Wealth Management Advisors, LP's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Schneider Downs Wealth Management Advisors, LP held 99,406.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $10.39 Mil. This investment constitutes 1.88% of their stock portfolio, and Schneider Downs Wealth Management Advisors, LP now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Schneider Downs Wealth Management Advisors, LP has made 23 purchases of IJR, at an average price of $87.31, for a total of 190,202.00 shares. In addition, there have been 5 sales at an average price of $63.46 for 90,796.00 shares. Based on historical transaction data and IJR's current price of $111.87, Schneider Downs Wealth Management Advisors, LP's estimated gain on his IJR holdings is $276,717.22, reflecting a 1.67% gain to date.
Schneider Downs Wealth Management Advisors, LP IJR ($111.87) Holding Chart
Schneider Downs Wealth Management Advisors, LP IJR ($111.87) 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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