Taylor & Morgan Wealth Management, LLC IJR Holdings History
Taylor & Morgan Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held 2,060.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $225,090.00. This investment constitutes 0.15% of their stock portfolio, and Taylor & Morgan Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2025Q2. And since then Taylor & Morgan Wealth Management, LLC has made 1 purchases of IJR, at an average price of $103.39, for a total of 2,060.00 shares. Based on historical transaction data and IJR's current price of $111.87, Taylor & Morgan Wealth Management, LLC's estimated gain on his IJR holdings is $17,468.80, reflecting a 8.20% gain to date.
Taylor & Morgan Wealth Management, LLC IJR ($111.87) Holding Chart
Taylor & Morgan Wealth Management, LLC 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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