Clear Creek Financial Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
21,761
+5,098
| +31% | +$557K | 0.23% | 103 |
|
|
2025
Q1 | $1.74M | Buy |
16,663
+2,629
| +19% | +$275K | 0.18% | 114 |
|
|
2024
Q4 | $1.62M | Sell |
14,034
-7,668
| -35% | -$884K | 0.17% | 120 |
|
|
2024
Q3 | $2.54M | Sell |
21,702
-1,108
| -5% | -$130K | 0.29% | 81 |
|
|
2024
Q2 | $2.43M | Buy |
22,810
+78
| +0.3% | +$8.31K | 0.29% | 75 |
|
|
2024
Q1 | $2.51M | Buy |
22,732
+532
| +2% | +$58.7K | 0.32% | 68 |
|
|
2023
Q4 | $2.4M | Sell |
22,200
-1,793
| -7% | -$194K | 0.38% | 57 |
|
|
2023
Q3 | $2.27M | Sell |
23,993
-4,005
| -14% | -$379K | 0.4% | 57 |
|
|
2023
Q2 | $2.79M | Buy |
27,998
+120
| +0.4% | +$12K | 0.48% | 52 |
|
|
2023
Q1 | $2.7M | Buy |
27,878
+10,664
| +62% | +$1.03M | 0.51% | 45 |
|
|
2022
Q4 | $1.63M | Sell |
17,214
-7,458
| -30% | -$706K | 0.36% | 69 |
|
|
2022
Q3 | $2.15M | Sell |
24,672
-1,221
| -5% | -$106K | 0.47% | 47 |
|
|
2022
Q2 | $2.39M | Sell |
25,893
-1,602
| -6% | -$148K | 0.5% | 45 |
|
|
2022
Q1 | $2.97M | Sell |
27,495
-3,150
| -10% | -$340K | 0.47% | 57 |
|
|
2021
Q4 | $3.51M | Buy |
30,645
+1,064
| +4% | +$122K | 0.53% | 42 |
|
|
2021
Q3 | $3.23M | Sell |
29,581
-2,237
| -7% | -$244K | 0.52% | 55 |
|
|
2021
Q2 | $3.6M | Buy |
31,818
+18,244
| +134% | +$2.06M | 0.56% | 48 |
|
|
2021
Q1 | $1.49M | Sell |
13,574
-23,673
| -64% | -$2.59M | 2.98% | 15 |
|
|
2020
Q4 | $3.42M | Sell |
37,247
-264,281
| -88% | -$24.3M | 0.66% | 42 |
|
|
2020
Q3 | $21.2M | Buy |
301,528
+264,648
| +718% | +$18.6M | 0.96% | 26 |
|
|
2020
Q2 | $2.52M | Buy |
36,880
+19,446
| +112% | +$1.33M | 0.65% | 35 |
|
|
2020
Q1 | $1.01M | Buy |
17,434
+2,674
| +18% | +$155K | 0.38% | 38 |
|
|
2019
Q4 | $1.24M | Buy |
14,760
+429
| +3% | +$36.2K | 0.49% | 33 |
|
|
2019
Q3 | $1.16M | Sell |
14,331
-1,143
| -7% | -$92.8K | 0.56% | 29 |
|
|
2019
Q2 | $1.21M | Buy |
+15,474
| New | +$1.21M | 0.52% | 33 |
|