Summit Asset Management, LLC IJR Holdings History
Summit Asset Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Summit Asset Management, LLC held 172,358.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $18.02 Mil. This investment constitutes 3.12% of their stock portfolio, and Summit Asset Management, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2013Q4. And since then Summit Asset Management, LLC has made 23 purchases of IJR, at an average price of $85.50, for a total of 175,809.00 shares. In addition, there have been 6 sales at an average price of $97.39 for 3,451.00 shares. Based on historical transaction data and IJR's current price of $111.87, Summit Asset Management, LLC's estimated gain on his IJR holdings is $4.59 Mil, reflecting a 30.52% gain to date.
Summit Asset Management, LLC IJR ($111.87) Holding Chart
Summit Asset Management, LLC 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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