Sutton Wealth Advisors Inc. IJR Holdings History
Sutton Wealth Advisors Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2023-09-30, Sutton Wealth Advisors Inc. held 55,489.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $5.23 Mil. This investment constitutes 2.59% of their stock portfolio, and Sutton Wealth Advisors Inc. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q4. And since then Sutton Wealth Advisors Inc. has made 13 purchases of IJR, at an average price of $89.56, for a total of 57,643.00 shares. In addition, there have been 6 sales at an average price of $84.23 for 2,154.00 shares. Based on historical transaction data and IJR's current price of $111.87, Sutton Wealth Advisors Inc.'s estimated gain on his IJR holdings is $1.23 Mil, reflecting a 23.75% gain to date.
Sutton Wealth Advisors Inc. IJR ($111.87) Holding Chart
Sutton Wealth Advisors Inc. 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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