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