Number of Shares
157,258.00
Current Holdings Value*
$16.44 Mil
% of Portfolio
1.98%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
7.02%

CUTLER INVESTMENT COUNSEL LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, CUTLER INVESTMENT COUNSEL LLC held 157,258.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $16.44 Mil. This investment constitutes 1.98% of their stock portfolio, and CUTLER INVESTMENT COUNSEL LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2020Q2. And since then CUTLER INVESTMENT COUNSEL LLC has made 16 purchases of IJR, at an average price of $101.15, for a total of 166,011.00 shares. In addition, there have been 4 sales at an average price of $100.65 for 8,753.00 shares. Based on historical transaction data and IJR's current price of $108.67, CUTLER INVESTMENT COUNSEL LLC's estimated gain on his IJR holdings is $1.18 Mil, reflecting a 7.02% gain to date.

CUTLER INVESTMENT COUNSEL LLC IJR ($108.67) Holding Chart

CUTLER INVESTMENT COUNSEL LLC IJR ($108.67) 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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