Vision Capital Management, Inc. IJR Holdings History
Vision Capital Management, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Vision Capital Management, Inc. held 325,236.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $34.01 Mil. This investment constitutes 4.9% of their stock portfolio, and Vision Capital Management, Inc. now holds 0.04% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2015Q1. And since then Vision Capital Management, Inc. has made 20 purchases of IJR, at an average price of $84.81, for a total of 471,876.00 shares. In addition, there have been 11 sales at an average price of $84.65 for 146,640.00 shares. Based on historical transaction data and IJR's current price of $109.16, Vision Capital Management, Inc.'s estimated gain on his IJR holdings is $7.89 Mil, reflecting a 19.73% gain to date.
Vision Capital Management, Inc. IJR ($109.16) Holding Chart
Vision Capital Management, Inc. IJR ($109.16) 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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