Clear Point Advisors’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 | $482K | Sell |
4,409
-89
| -2% | -$9.73K | 0.41% | 70 |
|
|
2025
Q1 | $470K | Sell |
4,498
-258
| -5% | -$27K | 0.42% | 67 |
|
|
2024
Q4 | $548K | Buy |
4,756
+65
| +1% | +$7.49K | 0.47% | 64 |
|
|
2024
Q3 | $549K | Buy |
4,691
+9
| +0.2% | +$1.05K | 0.42% | 63 |
|
|
2024
Q2 | $499K | Sell |
4,682
-67
| -1% | -$7.15K | 0.41% | 63 |
|
|
2024
Q1 | $525K | Buy |
4,749
+12
| +0.3% | +$1.33K | 0.43% | 62 |
|
|
2023
Q4 | $513K | Buy |
+4,737
| New | +$513K | 0.45% | 60 |
|