Clearstead Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $312K | Hold |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | $227K | Hold |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $260K | Sell |
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|
2024
Q2 | $238K | Hold |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $197K | Buy |
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|
2023
Q2 | $28.3K | Buy |
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|
2023
Q1 | $17.9K | Sell |
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|
2022
Q4 | $24K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.5M | Buy |
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|
2018
Q2 | $1.11M | Buy |
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