Number of Shares
111,580.00
Current Holdings Value*
$12.19 Mil
% of Portfolio
2.6%
Total Estimate Gain
$3.52 Mil
% of Total Estimate Gain
23.28%

Cranbrook Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, Cranbrook Wealth Management, LLC held 111,580.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $12.19 Mil. This investment constitutes 2.6% of their stock portfolio, and Cranbrook Wealth Management, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2014Q1. And since then Cranbrook Wealth Management, LLC has made 21 purchases of IJR, at an average price of $84.04, for a total of 179,691.00 shares. In addition, there have been 14 sales at an average price of $90.05 for 68,111.00 shares. Based on historical transaction data and IJR's current price of $111.87, Cranbrook Wealth Management, LLC's estimated gain on his IJR holdings is $3.52 Mil, reflecting a 23.28% gain to date.

Cranbrook Wealth Management, LLC IJR ($111.87) Holding Chart

Cranbrook Wealth Management, 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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