Number of Shares
3.71 Mil
Current Holdings Value*
$388.39 Mil
% of Portfolio
1.94%
Total Estimate Gain
$147.77 Mil
% of Total Estimate Gain
18.44%

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

As of 2025-03-31, Cresset Asset Management, LLC held 3.71 Mil shares of iShares Core S&P Small-Cap ETF(IJR), totaling $388.39 Mil. This investment constitutes 1.94% of their stock portfolio, and Cresset Asset Management, LLC now holds 0.51% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q4. And since then Cresset Asset Management, LLC has made 20 purchases of IJR, at an average price of $94.02, for a total of 8.52 Mil shares. In addition, there have been 5 sales at an average price of $109.19 for 4.81 Mil shares. Based on historical transaction data and IJR's current price of $114.15, Cresset Asset Management, LLC's estimated gain on his IJR holdings is $147.77 Mil, reflecting a 18.44% gain to date.

Cresset Asset Management, LLC IJR ($114.15) Holding Chart

Cresset Asset Management, LLC IJR ($114.15) 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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