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

Clarity Capital Partners’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
2025 Q2	$643K	Sell	5,884 -2,005	-25%	-$207K	0.23%	45
2025 Q1	$825K	Sell	7,889 -882	-10%	-$99.5K	0.33%	47
2024 Q4	$1.01M	Buy	8,771 +568	+7%	+$67.9K	0.52%	40
2024 Q3	$959K	Buy	8,203 +420	+5%	+$47.5K	0.57%	46
2024 Q2	$830K	Sell	7,783 -887	-10%	-$94.9K	0.51%	49
2024 Q1	$958K	Sell	8,670 -318	-4%	-$33.8K	0.63%	43
2023 Q4	$973K	Buy	+8,988	New	+$866K	0.68%	40

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarity Capital Partners's IJR Position: Q2 2025 in Review

Clarity Capital Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 25% in Q2 2025, selling an estimated $207K and leaving 5,884 shares worth $643K. The position accounts for 0.23% of the portfolio, ranked #45.

Clarity Capital Partners first reported a position in IJR in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2024. 2,504 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Clarity Capital Partners held 5,884 shares of iShares Core S&P Small-Cap ETF worth $643K as of Q2 2025.
Clarity Capital Partners sold 2,005 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $207K.
iShares Core S&P Small-Cap ETF made up 0.23% of Clarity Capital Partners's portfolio in Q2 2025, its #45 holding.
Clarity Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Clarity Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $1.01M in Q4 2024.
2,504 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.