WealthOne, LLC IJR Holdings History
WealthOne, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2023-09-30, WealthOne, LLC held 11,571.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $1.09 Mil. This investment constitutes 0.44% of their stock portfolio, and WealthOne, LLC now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q4. And since then WealthOne, LLC has made 8 purchases of IJR, at an average price of $79.60, for a total of 24,174.00 shares. In addition, there have been 9 sales at an average price of $99.15 for 12,603.00 shares. Based on historical transaction data and IJR's current price of $111.87, WealthOne, LLC's estimated gain on his IJR holdings is $619,738.47, reflecting a 32.21% gain to date.
WealthOne, LLC IJR ($111.87) Holding Chart
WealthOne, 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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