Clearview Wealth Advisors’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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $221K | Buy |
|
|||||
|
2024
Q4 | $243K | Sell |
|
|||||
|
2024
Q3 | $296K | Sell |
|
|||||
|
2024
Q2 | $270K | Sell |
|
|||||
|
2024
Q1 | $289K | Sell |
|
|||||
|
2023
Q4 | $296K | Sell |
|
|||||
|
2023
Q3 | $266K | Sell |
|
|||||
|
2023
Q2 | $341K | Sell |
|
|||||
|
2023
Q1 | $459K | Sell |
|
|||||
|
2022
Q4 | $906K | Sell |
|
|||||
|
2022
Q3 | $1.22M | Buy |
|
|||||
|
2022
Q2 | $253K | Sell |
|
|||||
|
2022
Q1 | $301K | Buy |
|
|||||
|
2021
Q4 | $319K | Sell |
|
|||||
|
2021
Q3 | $306K | Buy |
|
|||||
|
2021
Q2 | $316K | Sell |
|
|||||
|
2021
Q1 | $369K | Sell |
|
|||||
|
2020
Q4 | $323K | Buy |
|