Waypoint Wealth Counsel IJR Holdings History
waypoint wealth counsel's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, waypoint wealth counsel held 4,621.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $483,250.00. This investment constitutes 0.3% of their stock portfolio, and waypoint wealth counsel now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2025Q1. And since then waypoint wealth counsel has made 1 purchases of IJR, at an average price of $112.84, for a total of 4,621.00 shares. Based on historical transaction data and IJR's current price of $112.54, waypoint wealth counsel's estimated gain on his IJR holdings is $-1,372.90, reflecting a -0.26% gain to date.
waypoint wealth counsel IJR ($112.54) Holding Chart
waypoint wealth counsel IJR ($112.54) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
