Tandem Wealth Advisors LLC IJR Holdings History
Tandem Wealth Advisors LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Tandem Wealth Advisors LLC held 71,219.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $7.44 Mil. This investment constitutes 3.89% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2022Q4. And since then Tandem Wealth Advisors LLC has made 6 purchases of IJR, at an average price of $98.11, for a total of 76,280.00 shares. In addition, there have been 3 sales at an average price of $111.54 for 5,061.00 shares. Based on historical transaction data and IJR's current price of $113.08, Tandem Wealth Advisors LLC's estimated gain on his IJR holdings is $1.13 Mil, reflecting a 15.15% gain to date.
Tandem Wealth Advisors LLC IJR ($113.08) Holding Chart
Tandem Wealth Advisors LLC IJR ($113.08) 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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