Jvl Associates Llc IJR Holdings History
jvl associates llc's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, jvl associates llc held 148,931.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $16.28 Mil. This investment constitutes 5.85% of their stock portfolio, and jvl associates llc now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2018Q2. And since then jvl associates llc has made 10 purchases of IJR, at an average price of $100.29, for a total of 214,452.00 shares. In addition, there have been 8 sales at an average price of $107.83 for 65,521.00 shares. Based on historical transaction data and IJR's current price of $111.87, jvl associates llc's estimated gain on his IJR holdings is $2.22 Mil, reflecting a 10.31% gain to date.
jvl associates llc IJR ($111.87) Holding Chart
jvl associates 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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