Stephenson & Company, Inc. IJR Holdings History
Stephenson & Company, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Stephenson & Company, Inc. held 52,616.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $5.50 Mil. This investment constitutes 3.58% of their stock portfolio, and Stephenson & Company, Inc. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q4. And since then Stephenson & Company, Inc. has made 5 purchases of IJR, at an average price of $99.31, for a total of 52,616.00 shares. Based on historical transaction data and IJR's current price of $113.76, Stephenson & Company, Inc.'s estimated gain on his IJR holdings is $760,563.74, reflecting a 14.56% gain to date.
Stephenson & Company, Inc. IJR ($113.76) Holding Chart
Stephenson & Company, Inc. IJR ($113.76) 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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