Granite Bay Wealth Management, LLC IJR Holdings History
Granite Bay Wealth Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Granite Bay Wealth Management, LLC held 224,958.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $24.59 Mil. This investment constitutes 7.9% of their stock portfolio, and Granite Bay Wealth Management, LLC now holds 0.03% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2023Q3. And since then Granite Bay Wealth Management, LLC has made 6 purchases of IJR, at an average price of $110.65, for a total of 357,902.00 shares. In addition, there have been 2 sales at an average price of $111.27 for 132,944.00 shares. Based on historical transaction data and IJR's current price of $111.87, Granite Bay Wealth Management, LLC's estimated gain on his IJR holdings is $355,699.29, reflecting a 0.90% gain to date.
Granite Bay Wealth Management, LLC IJR ($111.87) Holding Chart
Granite Bay 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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