Clarus 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
2024
Q2
Sell
2024
Q1
$2.2M Sell
2023
Q4
$3.97M Buy
2021
Q3
Sell
2021
Q2
$3.07M Sell
2021
Q1
$4.64M Buy
2020
Q4
$2.02M Buy
2020
Q3
$1.1M Buy
2020
Q1
Sell
2019
Q4
$457K Buy
2019
Q3
Sell
2019
Q2
$41K Buy
2019
Q1
$41K Buy
2018
Q4
$36K Buy
2018
Q3
$45K Sell
2018
Q2
$542K Hold
2018
Q1
$542K Buy