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Cranbrook Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cranbrook Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.3M Sell
107,362
-3,513
-3% -$446K 2.71% 7
2025
Q4 		$13.3M Buy
110,875
+100
+0.1% +$12K 2.63% 8
2025
Q3 		$13.2M Sell
110,775
-805
-0.7% -$92.6K 2.64% 8
2025
Q2 		$12.2M Buy
111,580
+6,931
+7% +$716K 2.6% 8
2025
Q1 		$10.9M Buy
104,649
+4,126
+4% +$466K 2.54% 7
2024
Q4 		$11.6M Buy
100,523
+23
+0% +$2.75K 2.68% 7
2024
Q3 		$11.8M Sell
100,500
-2,380
-2% -$269K 2.68% 6
2024
Q2 		$11M Buy
102,880
+653
+0.6% +$69.9K 2.7% 7
2024
Q1 		$11.3M Sell
102,227
-507
-0.5% -$53.8K 2.86% 6
2023
Q4 		$11.1M Buy
102,734
+1,013
+1% +$97.6K 2.97% 6
2023
Q3 		$9.6M Sell
101,721
-107
-0.1% -$10.7K 2.84% 6
2023
Q2 		$10.1M Buy
101,828
+3,488
+4% +$332K 2.83% 6
2023
Q1 		$9.51M Sell
98,340
-12,508
-11% -$1.25M 2.71% 7
2022
Q4 		$10.5M Sell
110,848
-17,962
-14% -$1.72M 2.86% 7
2022
Q3 		$11.2M Sell
128,810
-1,796
-1% -$174K 2.9% 6
2022
Q2 		$12.1M Sell
130,606
-1,214
-0.9% -$121K 3.02% 6
2022
Q1 		$14.2M Buy
131,820
+10,162
+8% +$1.1M 3.09% 7
2021
Q4 		$13.9M Buy
121,658
+10,183
+9% +$1.16M 2.97% 8
2021
Q3 		$12.2M Buy
111,475
+4,041
+4% +$445K 2.76% 9
2021
Q2 		$12.1M Sell
107,434
-574
-0.5% -$64K 2.78% 9
2021
Q1 		$11.7M Sell
108,008
-11,273
-9% -$1.18M 2.83% 9
2020
Q4 		$11M Sell
119,281
-3,151
-3% -$259K 2.8% 10
2020
Q3 		$8.6M Buy
122,432
+764
+0.6% +$54.8K 2.48% 10
2020
Q2 		$8.31M Sell
121,668
-16,323
-12% -$1.03M 2.5% 10
2020
Q1 		$7.74M Buy
137,991
+32,060
+30% +$2.39M 2.63% 11
2019
Q4 		$8.88M Buy
105,931
+4,158
+4% +$335K 2.45% 12
2019
Q3 		$7.92M Buy
101,773
+8,228
+9% +$637K 2.28% 12
2019
Q2 		$7.32M Buy
93,545
+23,098
+33% +$1.79M 2.11% 15
2019
Q1 		$5.43M Buy
70,447
+6,650
+10% +$511K 1.7% 21
2018
Q4 		$4.42M Buy
63,797
+8,241
+15% +$637K 1.55% 24
2018
Q3 		$4.85M Buy
55,556
+8,378
+18% +$734K 1.7% 22
2018
Q2 		$3.94M Buy
47,178
+2,623
+6% +$214K 1.52% 25
2018
Q1 		$3.43M Buy
44,555
+4,971
+13% +$387K 1.35% 28
2017
Q4 		$3.04M Buy
39,584
+3,564
+10% +$269K 1.2% 29
2017
Q3 		$2.67M Buy
36,020
+3,328
+10% +$233K 1.11% 30
2017
Q2 		$2.29M Buy
32,692
+2,306
+8% +$160K 1% 31
2017
Q1 		$2.1M Buy
30,386
+550
+2% +$37.9K 0.98% 29
2016
Q4 		$2.05M Buy
29,836
+1,848
+7% +$119K 1% 31
2016
Q3 		$1.74M Buy
27,988
+6,214
+29% +$380K 0.87% 31
2016
Q2 		$1.26M Buy
21,774
+14,744
+210% +$840K 0.65% 34
2016
Q1 		$396K Buy
7,030
+732
+12% +$38.2K 0.21% 43
2015
Q4 		$347K Buy
6,298
+1,924
+44% +$108K 0.2% 44
2015
Q3 		$233K Buy
4,374
+170
+4% +$9.64K 0.13% 48
2015
Q2 		$248K Buy
4,204
+234
+6% +$13.8K 0.14% 47
2015
Q1 		$234K Sell
3,970
-244
-6% -$14K 0.14% 51
2014
Q4 		$240K Sell
4,214
-72
-2% -$3.93K 0.15% 49
2014
Q3 		$224K Hold
4,286
– – 0.15% 43
2014
Q2 		$240K Hold
4,286
– – 0.16% 42
2014
Q1 		$236K Sell
4,286
-1,748
-29% -$94.5K 0.17% 42
2013
Q4 		$329K Buy
+6,034
New +$315K 0.23% 46

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cranbrook Wealth Management's IJR Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q1 2026, selling an estimated $446K and leaving 107,362 shares worth $13.3M. The position accounts for 2.71% of the portfolio, ranked #7.

Cranbrook Wealth Management first reported a position in IJR in Q4 2013 and has held it in 50 quarters since. The position peaked at $14.2M in Q1 2022. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Cranbrook Wealth Management held 107,362 shares of iShares Core S&P Small-Cap ETF worth $13.3M as of Q1 2026.
  • Cranbrook Wealth Management sold 3,513 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $446K.
  • iShares Core S&P Small-Cap ETF made up 2.71% of Cranbrook Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Cranbrook Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • Cranbrook Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $14.2M in Q1 2022.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.