Clarity Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $364K | Sell |
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|
2025
Q2 | $338K | Buy |
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|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $353K | Sell |
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|
2024
Q3 | $380K | Hold |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $337K | Buy |
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|
2023
Q4 | $317K | Hold |
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|
2023
Q3 | $276K | Buy |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.36M | Buy |
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|
2019
Q4 | $4.98M | Buy |
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