Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $943K | Buy |
7,582
+1,517
| +25% | +$193K | 0.22% | 115 |
|
|
2025
Q4 | $729K | Buy |
6,065
+1,378
| +29% | +$165K | 0.18% | 142 |
|
|
2025
Q3 | $557K | Sell |
4,687
-176
| -4% | -$20.2K | 0.15% | 160 |
|
|
2025
Q2 | $531K | Buy |
4,863
+1,989
| +69% | +$206K | 0.15% | 148 |
|
|
2025
Q1 | $331K | Hold |
2,874
| – | – | 0.11% | 183 |
|
|
2024
Q4 | $331K | Sell |
2,874
-9
| -0.3% | -$1.07K | 0.11% | 183 |
|
|
2024
Q3 | $337K | Sell |
2,883
-14
| -0.5% | -$1.58K | 0.11% | 180 |
|
|
2024
Q2 | $309K | Sell |
2,897
-138
| -5% | -$14.8K | 0.11% | 183 |
|
|
2024
Q1 | $335K | Buy |
3,035
+868
| +40% | +$92.2K | 0.12% | 191 |
|
|
2023
Q4 | $235K | Buy |
2,167
+5
| +0.2% | +$482 | 0.1% | 206 |
|
|
2023
Q3 | $204K | Buy |
2,162
+146
| +7% | +$14.6K | 0.1% | 208 |
|
|
2023
Q2 | $201K | Buy |
+2,016
| New | +$192K | 0.1% | 205 |
|
|
2023
Q1 | – | Sell |
-2,205
| Closed | -$209K | – | 217 |
|
|
2022
Q4 | $209K | Buy |
+2,205
| New | +$211K | 0.11% | 211 |
|
|
2022
Q3 | – | Sell |
-2,316
| Closed | -$214K | – | 574 |
|
|
2022
Q2 | $214K | Hold |
2,316
| – | – | 0.11% | 186 |
|
|
2022
Q1 | $250K | Buy |
2,316
+292
| +14% | +$31.5K | 0.14% | 181 |
|
|
2021
Q4 | $232K | Sell |
2,024
-17
| -0.8% | -$1.94K | 0.11% | 195 |
|
|
2021
Q3 | $223K | Sell |
2,041
-30
| -1% | -$3.3K | 0.11% | 199 |
|
|
2021
Q2 | $234K | Buy |
2,071
+371
| +22% | +$41.4K | 0.13% | 190 |
|
|
2021
Q1 | $185K | Buy |
+1,700
| New | +$178K | 0.11% | 183 |
|
|
2020
Q1 | – | Sell |
-6,252
| Closed | -$524K | – | 334 |
|
|
2019
Q4 | $524K | Buy |
+6,252
| New | +$503K | 0.39% | 58 |
|
Other funds holding IJR
