CIR
Clear Investment Research’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
14,156
+109
| +0.8% | +$11.9K | 1.95% | 13 |
|
|
2025
Q1 | $1.47M | Buy |
14,047
+391
| +3% | +$40.9K | 1.96% | 13 |
|
|
2024
Q4 | $1.57M | Sell |
13,656
-109
| -0.8% | -$12.6K | 2.03% | 14 |
|
|
2024
Q3 | $1.61M | Sell |
13,765
-12,950
| -48% | -$1.51M | 2.09% | 12 |
|
|
2024
Q2 | $2.85M | Buy |
26,715
+5,234
| +24% | +$558K | 3.71% | 8 |
|
|
2024
Q1 | $2.37M | Buy |
21,481
+712
| +3% | +$78.7K | 3.19% | 10 |
|
|
2023
Q4 | $2.25M | Sell |
20,769
-662
| -3% | -$71.7K | 3.17% | 10 |
|
|
2023
Q3 | $2.02M | Buy |
21,431
+951
| +5% | +$89.7K | 3.51% | 9 |
|
|
2023
Q2 | $2.04M | Buy |
20,480
+1,124
| +6% | +$112K | 3.42% | 9 |
|
|
2023
Q1 | $1.87M | Buy |
19,356
+574
| +3% | +$55.5K | 3.28% | 9 |
|
|
2022
Q4 | $1.78M | Sell |
18,782
-179
| -0.9% | -$16.9K | 3.44% | 8 |
|
|
2022
Q3 | $1.65M | Buy |
18,961
+1,261
| +7% | +$110K | 3.48% | 9 |
|
|
2022
Q2 | $1.64M | Buy |
17,700
+753
| +4% | +$69.6K | 3.62% | 9 |
|
|
2022
Q1 | $1.83M | Sell |
16,947
-18,686
| -52% | -$2.02M | 3.58% | 8 |
|
|
2021
Q4 | $4.08M | Sell |
35,633
-743
| -2% | -$85.1K | 6.25% | 5 |
|
|
2021
Q3 | $3.97M | Buy |
36,376
+2,434
| +7% | +$266K | 6.43% | 5 |
|
|
2021
Q2 | $3.84M | Sell |
33,942
-495
| -1% | -$55.9K | 6.4% | 5 |
|
|
2021
Q1 | $3.74M | Sell |
34,437
-3,611
| -9% | -$392K | 6.76% | 5 |
|
|
2020
Q4 | $3.5M | Sell |
38,048
-6,323
| -14% | -$581K | 6.32% | 5 |
|
|
2020
Q3 | $3.12M | Buy |
44,371
+1,381
| +3% | +$97K | 6.31% | 4 |
|
|
2020
Q2 | $2.94M | Sell |
42,990
-462
| -1% | -$31.6K | 6.29% | 4 |
|
|
2020
Q1 | $2.44M | Buy |
43,452
+9,655
| +29% | +$542K | 5.93% | 5 |
|
|
2019
Q4 | $2.83M | Sell |
33,797
-3,000
| -8% | -$252K | 5.85% | 5 |
|
|
2019
Q3 | $2.86M | Sell |
36,797
-34,570
| -48% | -$2.69M | 6.14% | 5 |
|
|
2019
Q2 | $5.59M | Sell |
71,367
-13,331
| -16% | -$1.04M | 9.15% | 2 |
|
|
2019
Q1 | $6.53M | Sell |
84,698
-3,081
| -4% | -$238K | 10.21% | 2 |
|
|
2018
Q4 | $6.09M | Buy |
87,779
+11,437
| +15% | +$793K | 9.83% | 3 |
|
|
2018
Q3 | $6.66M | Buy |
76,342
+25,520
| +50% | +$2.23M | 9.64% | 3 |
|
|
2018
Q2 | $3.91M | Hold |
50,822
| – | – | 2.56% | 15 |
|
|
2018
Q1 | $3.91M | Buy |
50,822
+1,620
| +3% | +$125K | 2.56% | 15 |
|
|
2017
Q4 | $3.78M | Sell |
49,202
-731
| -1% | -$56.1K | 2.5% | 15 |
|
|
2017
Q3 | $3.71M | Sell |
49,933
-962
| -2% | -$71.4K | 2.52% | 15 |
|
|
2017
Q2 | $3.57M | Buy |
50,895
+1,206
| +2% | +$84.5K | 2.72% | 15 |
|
|
2017
Q1 | $3.44M | Buy |
49,689
+27,178
| +121% | +$1.88M | 2.47% | 15 |
|
|
2016
Q4 | $3.1M | Sell |
22,511
-2,466
| -10% | -$339K | 2.39% | 15 |
|
|
2016
Q3 | $3.1M | Sell |
24,977
-173
| -0.7% | -$21.5K | 2.46% | 15 |
|
|
2016
Q2 | $2.92M | Buy |
25,150
+460
| +2% | +$53.5K | 3.05% | 14 |
|
|
2016
Q1 | $2.78M | Buy |
24,690
+1,556
| +7% | +$175K | 2.28% | 17 |
|
|
2015
Q4 | $2.55M | Buy |
23,134
+429
| +2% | +$47.2K | 2.17% | 17 |
|
|
2015
Q3 | $2.42M | Buy |
22,705
+549
| +2% | +$58.5K | 2.24% | 17 |
|
|
2015
Q2 | $2.61M | Buy |
22,156
+592
| +3% | +$69.8K | 2.32% | 17 |
|
|
2015
Q1 | $2.55M | Buy |
+21,564
| New | +$2.55M | 2.3% | 16 |
|