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

Clarity Asset 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
Q2 		– Sell
-99
Closed -$12.3K – 165
2026
Q1 		$12.3K Sell
99
-50
-34% -$6.35K 0.01% 222
2025
Q4 		$17.9K Sell
149
-123
-45% -$14.7K 0.01% 173
2025
Q3 		$32.3K Buy
272
+1
+0.4% +$115 0.02% 124
2025
Q2 		$29.6K Buy
271
+23
+9% +$2.38K 0.02% 134
2025
Q1 		$26K Buy
248
+55
+28% +$6.21K 0.02% 134
2024
Q4 		$22.2K Buy
193
+17
+10% +$2.03K 0.01% 136
2024
Q3 		$20.6K Buy
176
+1
+0.6% +$113 0.01% 130
2024
Q2 		$18.7K Buy
175
+1
+0.6% +$107 0.01% 128
2024
Q1 		$19.3K Sell
174
-108
-38% -$11.5K 0.01% 134
2023
Q4 		$30.5K Buy
+282
New +$27.2K 0.02% 117

Other funds holding IJR

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Clarity Asset Management's IJR Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2026, closing a stake of 99 shares — an estimated $12.3K sold.

Clarity Asset Management first reported a position in IJR in Q4 2023 and held it in 10 quarters. The position peaked at $32.3K in Q3 2025. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Clarity Asset Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 99 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $12.3K.
  • Clarity Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's iShares Core S&P Small-Cap ETF position peaked at $32.3K in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.