Sound Stewardship, LLC IJR Holdings History
Sound Stewardship, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Sound Stewardship, LLC held 51,572.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $5.64 Mil. This investment constitutes 2.91% of their stock portfolio, and Sound Stewardship, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q4. And since then Sound Stewardship, LLC has made 9 purchases of IJR, at an average price of $98.01, for a total of 51,798.00 shares. In addition, there have been 1 sales at an average price of $119.54 for 226.00 shares. Based on historical transaction data and IJR's current price of $113.79, Sound Stewardship, LLC's estimated gain on his IJR holdings is $818,711.94, reflecting a 16.13% gain to date.
Sound Stewardship, LLC IJR ($113.79) Holding Chart
Sound Stewardship, LLC IJR ($113.79) 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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