Clearview Wealth 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 | – | Sell |
-2,109
| Closed | -$221K | – | 105 |
|
|
2025
Q1 | $221K | Buy |
2,109
+3
| +0.1% | +$314 | 0.16% | 95 |
|
|
2024
Q4 | $243K | Sell |
2,106
-425
| -17% | -$49K | 0.18% | 86 |
|
|
2024
Q3 | $296K | Sell |
2,531
-1
| -0% | -$117 | 0.23% | 79 |
|
|
2024
Q2 | $270K | Sell |
2,532
-79
| -3% | -$8.43K | 0.24% | 82 |
|
|
2024
Q1 | $289K | Sell |
2,611
-120
| -4% | -$13.3K | 0.29% | 89 |
|
|
2023
Q4 | $296K | Sell |
2,731
-92
| -3% | -$9.96K | 0.34% | 94 |
|
|
2023
Q3 | $266K | Sell |
2,823
-596
| -17% | -$56.2K | 0.33% | 99 |
|
|
2023
Q2 | $341K | Sell |
3,419
-1,322
| -28% | -$132K | 0.35% | 81 |
|
|
2023
Q1 | $459K | Sell |
4,741
-4,835
| -50% | -$468K | 0.46% | 65 |
|
|
2022
Q4 | $906K | Sell |
9,576
-4,357
| -31% | -$412K | 0.7% | 33 |
|
|
2022
Q3 | $1.22M | Buy |
13,933
+11,199
| +410% | +$977K | 0.96% | 18 |
|
|
2022
Q2 | $253K | Sell |
2,734
-57
| -2% | -$5.28K | 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% | -$1.95K | 0.19% | 93 |
|
|
2021
Q3 | $306K | Buy |
2,805
+9
| +0.3% | +$982 | 0.19% | 98 |
|
|
2021
Q2 | $316K | Sell |
2,796
-607
| -18% | -$68.6K | 0.2% | 92 |
|
|
2021
Q1 | $369K | Sell |
3,403
-115
| -3% | -$12.5K | 0.24% | 82 |
|
|
2020
Q4 | $323K | Buy |
+3,518
| New | +$323K | 0.22% | 84 |
|