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

Clarity Wealth 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 		$631K Buy
4,254
+294
+7% +$40.3K 0.11% 64
2026
Q1 		$492K Buy
3,960
+94
+2% +$11.9K 0.1% 65
2025
Q4 		$465K Buy
3,866
+804
+26% +$96.2K 0.09% 68
2025
Q3 		$364K Sell
3,062
-28
-0.9% -$3.22K 0.08% 76
2025
Q2 		$338K Buy
3,090
+30
+1% +$3.1K 0.08% 76
2025
Q1 		$320K Hold
3,060
– – 0.09% 73
2024
Q4 		$353K Sell
3,060
-190
-6% -$22.7K 0.1% 70
2024
Q3 		$380K Hold
3,250
– – 0.11% 68
2024
Q2 		$347K Buy
3,250
+200
+7% +$21.4K 0.11% 69
2024
Q1 		$337K Buy
3,050
+125
+4% +$13.3K 0.11% 72
2023
Q4 		$317K Hold
2,925
– – 0.12% 69
2023
Q3 		$276K Buy
2,925
+21
+0.7% +$2.1K 0.13% 64
2023
Q2 		$289K Buy
2,904
+8
+0.3% +$762 0.13% 64
2023
Q1 		$280K Buy
2,896
+253
+10% +$25.3K 0.14% 58
2022
Q4 		$250K Buy
+2,643
New +$254K 0.14% 57
2022
Q3 		– Sell
-2,333
Closed -$215K – 65
2022
Q2 		$215K Buy
+2,333
New +$232K 0.12% 63
2020
Q2 		– Sell
-59,847
Closed -$3.36M – 63
2020
Q1 		$3.36M Buy
59,847
+498
+0.8% +$37.1K 3.49% 9
2019
Q4 		$4.98M Buy
+59,349
New +$4.77M 4.18% 8

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
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
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 Wealth Advisors's IJR Position: Q2 2026 in Review

Clarity Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 7.4% in Q2 2026, buying an estimated $40.3K and bringing the position to 4,254 shares worth $631K. The position accounts for 0.11% of the portfolio, ranked #64.

Clarity Wealth Advisors first reported a position in IJR in Q4 2019 and has held it in 18 quarters since. The position peaked at $4.98M in Q4 2019. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Clarity Wealth Advisors held 4,254 shares of iShares Core S&P Small-Cap ETF worth $631K as of Q2 2026.
  • Clarity Wealth Advisors bought 294 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $40.3K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Clarity Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Clarity Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 18 quarters since.
  • Clarity Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.98M in Q4 2019.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.