TCI Wealth Advisors, Inc. IJR Holdings History
TCI Wealth Advisors, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, TCI Wealth Advisors, Inc. held 110,526.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $12.08 Mil. This investment constitutes 0.83% of their stock portfolio, and TCI Wealth Advisors, Inc. 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 TCI Wealth Advisors, Inc. has made 19 purchases of IJR, at an average price of $101.69, for a total of 114,142.00 shares. In addition, there have been 16 sales at an average price of $76.81 for 3,616.00 shares. Based on historical transaction data and IJR's current price of $111.87, TCI Wealth Advisors, Inc.'s estimated gain on his IJR holdings is $1.03 Mil, reflecting a 8.92% gain to date.
TCI Wealth Advisors, Inc. IJR ($111.87) Holding Chart
TCI 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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