Seaside Wealth Management, Inc. IJR Holdings History
Seaside Wealth Management, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Seaside Wealth Management, Inc. held 5,157.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $563,610.00. This investment constitutes 0.18% of their stock portfolio, and Seaside Wealth Management, Inc. now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q2. And since then Seaside Wealth Management, Inc. has made 1 purchases of IJR, at an average price of $101.70, for a total of 8,871.00 shares. In addition, there have been 3 sales at an average price of $95.05 for 3,714.00 shares. Based on historical transaction data and IJR's current price of $111.87, Seaside Wealth Management, Inc.'s estimated gain on his IJR holdings is $27,752.78, reflecting a 3.08% gain to date.
Seaside Wealth Management, Inc. IJR ($111.87) Holding Chart
Seaside Wealth Management, Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
