Strategic Equity Management IJR Holdings History
Strategic Equity Management's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Strategic Equity Management held 3,079.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $321,940.00. This investment constitutes 0.14% of their stock portfolio, and Strategic Equity Management now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q3. And since then Strategic Equity Management has made 2 purchases of IJR, at an average price of $118.78, for a total of 24,311.00 shares. In addition, there have been 1 sales at an average price of $112.84 for 21,232.00 shares. Based on historical transaction data and IJR's current price of $114.15, Strategic Equity Management's estimated gain on his IJR holdings is $-140,436.29, reflecting a -4.86% gain to date.
Strategic Equity Management IJR ($114.15) Holding Chart
Strategic Equity Management IJR ($114.15) 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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