Number of Shares
213,576.00
Current Holdings Value*
$22.33 Mil
% of Portfolio
5.09%
Total Estimate Gain
$11.85 Mil
% of Total Estimate Gain
37.08%

WEST PACES ADVISORS INC.'s iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, WEST PACES ADVISORS INC. held 213,576.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $22.33 Mil. This investment constitutes 5.09% of their stock portfolio, and WEST PACES ADVISORS INC. now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q4. And since then WEST PACES ADVISORS INC. has made 10 purchases of IJR, at an average price of $79.28, for a total of 403,210.00 shares. In addition, there have been 8 sales at an average price of $107.76 for 189,634.00 shares. Based on historical transaction data and IJR's current price of $109.49, WEST PACES ADVISORS INC.'s estimated gain on his IJR holdings is $11.85 Mil, reflecting a 37.08% gain to date.

WEST PACES ADVISORS INC. IJR ($109.49) Holding Chart

WEST PACES ADVISORS INC. IJR ($109.49) 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