WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IJR Holdings History
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 2.49 Mil shares of iShares Core S&P Small-Cap ETF(IJR), totaling $281.85 Mil. This investment constitutes 0.47% of their stock portfolio, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC now holds 0.35% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q3. And since then WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has made 22 purchases of IJR, at an average price of $102.26, for a total of 2.84 Mil shares. In addition, there have been 6 sales at an average price of $93.10 for 350,736.00 shares. Based on historical transaction data and IJR's current price of $111.56, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's estimated gain on his IJR holdings is $19.97 Mil, reflecting a 6.87% gain to date.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IJR ($111.56) Holding Chart
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IJR ($111.56) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
