VERUS WEALTH MANAGEMENT, LLC IJR Holdings History
VERUS WEALTH MANAGEMENT, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, VERUS WEALTH MANAGEMENT, LLC held 33,352.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.49 Mil. This investment constitutes 3.82% of their stock portfolio, and VERUS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2024Q4. And since then VERUS WEALTH MANAGEMENT, LLC has made 1 purchases of IJR, at an average price of $119.33, for a total of 33,352.00 shares. Based on historical transaction data and IJR's current price of $111.87, VERUS WEALTH MANAGEMENT, LLC's estimated gain on his IJR holdings is $-248,962.44, reflecting a -6.26% gain to date.
VERUS WEALTH MANAGEMENT, LLC IJR ($111.87) Holding Chart
VERUS 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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