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Clearview Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Clearview Wealth Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,109
Closed -$221K – 105
2025
Q1 		$221K Buy
2,109
+3
+0.1% +$339 0.16% 95
2024
Q4 		$243K Sell
2,106
-425
-17% -$50.8K 0.18% 86
2024
Q3 		$296K Sell
2,531
-1
-0% -$113 0.23% 79
2024
Q2 		$270K Sell
2,532
-79
-3% -$8.45K 0.24% 82
2024
Q1 		$289K Sell
2,611
-120
-4% -$12.7K 0.29% 89
2023
Q4 		$296K Sell
2,731
-92
-3% -$8.87K 0.34% 94
2023
Q3 		$266K Sell
2,823
-596
-17% -$59.5K 0.33% 99
2023
Q2 		$341K Sell
3,419
-1,322
-28% -$126K 0.35% 81
2023
Q1 		$459K Sell
4,741
-4,835
-50% -$483K 0.46% 65
2022
Q4 		$906K Sell
9,576
-4,357
-31% -$418K 0.7% 33
2022
Q3 		$1.22M Buy
13,933
+11,199
+410% +$1.09M 0.96% 18
2022
Q2 		$253K Sell
2,734
-57
-2% -$5.67K 0.19% 76
2022
Q1 		$301K Buy
2,791
+3
+0.1% +$324 0.2% 76
2021
Q4 		$319K Sell
2,788
-17
-0.6% -$1.94K 0.19% 93
2021
Q3 		$306K Buy
2,805
+9
+0.3% +$991 0.19% 98
2021
Q2 		$316K Sell
2,796
-607
-18% -$67.7K 0.2% 92
2021
Q1 		$369K Sell
3,403
-115
-3% -$12K 0.24% 82
2020
Q4 		$323K Buy
+3,518
New +$289K 0.22% 84

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearview Wealth Advisors's IJR Position: Q2 2025 in Review

Clearview Wealth Advisors sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 2,109 shares — an estimated $221K sold.

Clearview Wealth Advisors first reported a position in IJR in Q4 2020 and held it in 18 quarters. The position peaked at $1.22M in Q3 2022. 2,503 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Clearview Wealth Advisors reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Clearview Wealth Advisors sold 2,109 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $221K.
  • Clearview Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and held it in 18 quarters.
  • Clearview Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.22M in Q3 2022.
  • 2,503 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Clearview Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.