Summit Financial Strategies, Inc. IJR Holdings History
Summit Financial Strategies, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Summit Financial Strategies, Inc. held 241,011.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $26.34 Mil. This investment constitutes 2.44% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2014Q4. And since then Summit Financial Strategies, Inc. has made 14 purchases of IJR, at an average price of $68.64, for a total of 333,959.00 shares. In addition, there have been 19 sales at an average price of $87.58 for 92,948.00 shares. Based on historical transaction data and IJR's current price of $112.68, Summit Financial Strategies, Inc.'s estimated gain on his IJR holdings is $12.37 Mil, reflecting a 53.98% gain to date.
Summit Financial Strategies, Inc. IJR ($112.68) Holding Chart
Summit Financial Strategies, Inc. IJR ($112.68) 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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