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

Clarity Capital Advisors’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	$410K	Buy	2,768 +8	+0.3%	+$1.1K	0.17%	76
2026 Q1	$343K	Buy	2,760 +4	+0.1%	+$508	0.16%	79
2025 Q4	$331K	Sell	2,756 -242	-8%	-$28.9K	0.17%	78
2025 Q3	$356K	Buy	2,998 +11	+0.4%	+$1.26K	0.19%	70
2025 Q2	$326K	Buy	2,987 +11	+0.4%	+$1.14K	0.19%	74
2025 Q1	$311K	Buy	2,976 +9	+0.3%	+$1.02K	0.2%	67
2024 Q4	$342K	Buy	2,967 +29	+1%	+$3.46K	0.23%	60
2024 Q3	$344K	Buy	2,938 +13	+0.4%	+$1.47K	0.25%	60
2024 Q2	$312K	Buy	2,925 +10	+0.3%	+$1.07K	0.24%	61
2024 Q1	$322K	Buy	2,915 +9	+0.3%	+$956	0.26%	61
2023 Q4	$315K	Buy	+2,906	New	+$280K	0.27%	60

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

Clarity Capital Advisors's IJR Position: Q2 2026 in Review

Clarity Capital Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.29% in Q2 2026, buying an estimated $1.1K and bringing the position to 2,768 shares worth $410K. The position accounts for 0.17% of the portfolio, ranked #76.

Clarity Capital Advisors first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,467 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Clarity Capital Advisors held 2,768 shares of iShares Core S&P Small-Cap ETF worth $410K as of Q2 2026.
Clarity Capital Advisors bought 8 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.1K.
iShares Core S&P Small-Cap ETF made up 0.17% of Clarity Capital Advisors's portfolio in Q2 2026, its #76 holding.
Clarity Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,467 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.