Waterway Wealth Management, LLC IJR Holdings History
Waterway Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Waterway Wealth Management, LLC held 94,657.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $9.90 Mil. This investment constitutes 4.12% of their stock portfolio, and Waterway Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q4. And since then Waterway Wealth Management, LLC has made 1 purchases of IJR, at an average price of $96.39, for a total of 160,820.00 shares. In addition, there have been 4 sales at an average price of $107.23 for 66,163.00 shares. Based on historical transaction data and IJR's current price of $112.32, Waterway Wealth Management, LLC's estimated gain on his IJR holdings is $2.23 Mil, reflecting a 14.35% gain to date.
Waterway Wealth Management, LLC IJR ($112.32) Holding Chart
Waterway Wealth Management, LLC IJR ($112.32) 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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