WealthStone, Inc. IJR Holdings History
WealthStone, Inc.'s iShares Core S&P Small-Cap ETF Holding Summary
As of 2021-03-31, WealthStone, Inc. held 54,783.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $5.95 Mil. This investment constitutes 2.17% of their stock portfolio, and WealthStone, Inc. now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2019Q2. And since then WealthStone, Inc. has made 4 purchases of IJR, at an average price of $74.80, for a total of 515,166.00 shares. In addition, there have been 4 sales at an average price of $63.73 for 460,383.00 shares. Based on historical transaction data and IJR's current price of $111.87, WealthStone, Inc.'s estimated gain on his IJR holdings is $-3.06 Mil, reflecting a -7.95% gain to date.
WealthStone, Inc. IJR ($111.87) Holding Chart
WealthStone, 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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