Number of Shares
27,899.00
Current Holdings Value*
$3.18 Mil
% of Portfolio
7.46%
Total Estimate Gain
$1.90 Mil
% of Total Estimate Gain
17.33%

John W. Brooker & Co., CPAs's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-06-30, John W. Brooker & Co., CPAs held 27,899.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $3.18 Mil. This investment constitutes 7.46% of their stock portfolio, and John W. Brooker & Co., CPAs now holds 0% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2019Q4. And since then John W. Brooker & Co., CPAs has made 14 purchases of IJR, at an average price of $89.69, for a total of 122,229.00 shares. In addition, there have been 8 sales at an average price of $103.27 for 94,330.00 shares. Based on historical transaction data and IJR's current price of $111.87, John W. Brooker & Co., CPAs's estimated gain on his IJR holdings is $1.90 Mil, reflecting a 17.33% gain to date.

John W. Brooker & Co., CPAs IJR ($111.87) Holding Chart

John W. Brooker & Co., CPAs 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 %

Top Ranked Articles

  • 1