Clarity Wealth Advisors’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 | $338K | Buy |
3,090
+30
| +1% | +$3.28K | 0.08% | 76 |
|
|
2025
Q1 | $320K | Hold |
3,060
| – | – | 0.09% | 73 |
|
|
2024
Q4 | $353K | Sell |
3,060
-190
| -6% | -$21.9K | 0.1% | 70 |
|
|
2024
Q3 | $380K | Hold |
3,250
| – | – | 0.11% | 68 |
|
|
2024
Q2 | $347K | Buy |
3,250
+200
| +7% | +$21.3K | 0.11% | 69 |
|
|
2024
Q1 | $337K | Buy |
3,050
+125
| +4% | +$13.8K | 0.11% | 72 |
|
|
2023
Q4 | $317K | Hold |
2,925
| – | – | 0.12% | 69 |
|
|
2023
Q3 | $276K | Buy |
2,925
+21
| +0.7% | +$1.98K | 0.13% | 64 |
|
|
2023
Q2 | $289K | Buy |
2,904
+8
| +0.3% | +$797 | 0.13% | 64 |
|
|
2023
Q1 | $280K | Buy |
2,896
+253
| +10% | +$24.5K | 0.14% | 57 |
|
|
2022
Q4 | $250K | Buy |
+2,643
| New | +$250K | 0.14% | 55 |
|
|
2022
Q3 | – | Sell |
-2,333
| Closed | -$215K | – | 65 |
|
|
2022
Q2 | $215K | Buy |
+2,333
| New | +$215K | 0.12% | 63 |
|
|
2020
Q2 | – | Sell |
-59,847
| Closed | -$3.36M | – | 63 |
|
|
2020
Q1 | $3.36M | Buy |
59,847
+498
| +0.8% | +$27.9K | 3.49% | 9 |
|
|
2019
Q4 | $4.98M | Buy |
+59,349
| New | +$4.98M | 4.18% | 8 |
|