Clarendon Private’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$376K	Buy	3,442 +12	+0.3%	+$1.31K	0.36%	81
2025 Q1	$359K	Buy	3,430 +11	+0.3%	+$1.15K	0.38%	78
2024 Q4	$394K	Buy	+3,419	New	+$394K	0.41%	67