Wealthspire Advisors, LLC IJR Holdings History
Wealthspire Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Wealthspire Advisors, LLC held 3.88 Mil shares of iShares Core S&P Small-Cap ETF(IJR), totaling $406.08 Mil. This investment constitutes 2.43% of their stock portfolio, and Wealthspire Advisors, LLC now holds 0.53% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q4. And since then Wealthspire Advisors, LLC has made 22 purchases of IJR, at an average price of $100.04, for a total of 4.43 Mil shares. In addition, there have been 3 sales at an average price of $65.91 for 547,120.00 shares. Based on historical transaction data and IJR's current price of $111.56, Wealthspire Advisors, LLC's estimated gain on his IJR holdings is $26.07 Mil, reflecting a 5.88% gain to date.
Wealthspire Advisors, LLC IJR ($111.56) Holding Chart
Wealthspire Advisors, LLC IJR ($111.56) 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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