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

Clarus 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
2024 Q2	–	Sell	-20,780	Closed	-$2.2M	–	137
2024 Q1	$2.2M	Sell	20,780 -17,655	-46%	-$1.87M	1.24%	22
2023 Q4	$3.97M	Buy	+38,435	New	+$3.7M	2.35%	12
2021 Q3	–	Sell	-27,364	Closed	-$3.07M	–	106
2021 Q2	$3.07M	Sell	27,364 -15,019	-35%	-$1.68M	1.92%	15
2021 Q1	$4.64M	Buy	42,383 +21,804	+106%	+$2.28M	2.91%	9
2020 Q4	$2.02M	Buy	20,579 +5,544	+37%	+$455K	1.34%	17
2020 Q3	$1.1M	Buy	+15,035	New	+$1.08M	0.86%	28
2020 Q1	–	Sell	-5,481	Closed	-$457K	–	129
2019 Q4	$457K	Buy	+5,481	New	+$441K	0.3%	88
2019 Q3	–	Sell	-529	Closed	-$41K	–	340
2019 Q2	$41K	Buy	529 +2	+0.4%	+$155	0.03%	292
2019 Q1	$41K	Buy	527 +2	+0.4%	+$154	0.03%	323
2018 Q4	$36K	Buy	525 +4	+0.8%	+$309	0.06%	315
2018 Q3	$45K	Sell	521 -6,515	-93%	-$571K	0.03%	316
2018 Q2	$542K	Hold	7,036	–	–	0.41%	25
2018 Q1	$542K	Buy	+7,036	New	+$548K	0.5%	25

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Clarus Wealth Advisors's IJR Position: Q2 2024 in Review

Clarus Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2024, closing a stake of 20,780 shares — an estimated $2.2M sold.

Clarus Wealth Advisors first reported a position in IJR in Q1 2018 and held it in 13 quarters. The position peaked at $4.64M in Q1 2021. 2,306 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

Clarus Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
Clarus Wealth Advisors sold 20,780 iShares Core S&P Small-Cap ETF shares in Q2 2024, an estimated $2.2M.
Clarus Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and held it in 13 quarters.
Clarus Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.64M in Q1 2021.
2,306 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2024.

Based on Clarus Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.