Summit Financial Wealth Advisors, LLC IJR Holdings History
Summit Financial Wealth Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 156,416.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $16.36 Mil. This investment constitutes 3.24% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then Summit Financial Wealth Advisors, LLC has made 20 purchases of IJR, at an average price of $87.44, for a total of 179,118.00 shares. In addition, there have been 8 sales at an average price of $86.44 for 22,702.00 shares. Based on historical transaction data and IJR's current price of $113.87, Summit Financial Wealth Advisors, LLC's estimated gain on his IJR holdings is $4.11 Mil, reflecting a 26.26% gain to date.
Summit Financial Wealth Advisors, LLC IJR ($113.87) Holding Chart
Summit Financial Wealth Advisors, LLC IJR ($113.87) 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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