Wealth Architects, LLC IJR Holdings History
Wealth Architects, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Wealth Architects, LLC held 470,205.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $49.17 Mil. This investment constitutes 5.42% of their stock portfolio, and Wealth Architects, LLC now holds 0.06% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2014Q4. And since then Wealth Architects, LLC has made 21 purchases of IJR, at an average price of $65.40, for a total of 607,524.00 shares. In addition, there have been 10 sales at an average price of $90.93 for 137,319.00 shares. Based on historical transaction data and IJR's current price of $111.87, Wealth Architects, LLC's estimated gain on his IJR holdings is $25.35 Mil, reflecting a 63.81% gain to date.
Wealth Architects, LLC IJR ($111.87) Holding Chart
Wealth Architects, LLC 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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