Clarity Capital Partners’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 | $643K | Sell |
5,884
-2,005
| -25% | -$219K | 0.23% | 45 |
|
2025
Q1 | $825K | Sell |
7,889
-882
| -10% | -$92.2K | 0.33% | 47 |
|
2024
Q4 | $1.01M | Buy |
8,771
+568
| +7% | +$65.4K | 0.52% | 40 |
|
2024
Q3 | $959K | Buy |
8,203
+420
| +5% | +$49.1K | 0.57% | 46 |
|
2024
Q2 | $830K | Sell |
7,783
-887
| -10% | -$94.6K | 0.51% | 49 |
|
2024
Q1 | $958K | Sell |
8,670
-318
| -4% | -$35.1K | 0.63% | 43 |
|
2023
Q4 | $973K | Buy |
+8,988
| New | +$973K | 0.68% | 40 |
|