WETZEL INVESTMENT ADVISORS, INC. IJR Holdings History
WETZEL INVESTMENT ADVISORS, INC.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, WETZEL INVESTMENT ADVISORS, INC. held 6,582.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $719,350.00. This investment constitutes 0.33% of their stock portfolio, and WETZEL INVESTMENT ADVISORS, INC. now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q4. And since then WETZEL INVESTMENT ADVISORS, INC. has made 4 purchases of IJR, at an average price of $106.31, for a total of 45,057.00 shares. In addition, there have been 2 sales at an average price of $103.43 for 38,475.00 shares. Based on historical transaction data and IJR's current price of $111.87, WETZEL INVESTMENT ADVISORS, INC.'s estimated gain on his IJR holdings is $-74,131.09, reflecting a -1.55% gain to date.
WETZEL INVESTMENT ADVISORS, INC. IJR ($111.87) Holding Chart
WETZEL INVESTMENT ADVISORS, INC. 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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