Claro 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
Q2 | $925K | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.28M | Hold |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.1M | Hold |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $771K | Buy |
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|
2021
Q2 | $786K | Buy |
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|
2021
Q1 | $746K | Sell |
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|
2020
Q4 | $897K | Sell |
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|
2020
Q3 | $760K | Buy |
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|
2020
Q2 | $642K | Buy |
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|
2020
Q1 | $364K | Buy |
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|
2019
Q4 | $543K | Sell |
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|
2019
Q3 | $515K | Buy |
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|
2019
Q2 | $501K | Sell |
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|
2019
Q1 | $527K | Buy |
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|
2018
Q4 | $477K | Buy |
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