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Total Clarity Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Total Clarity Wealth Management’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
2026
Q2 		$1.1M Sell
7,399
-183
-2% -$25.1K 0.21% 112
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Total Clarity Wealth Management's IJR Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q2 2026, selling an estimated $25.1K and leaving 7,399 shares worth $1.1M. The position accounts for 0.21% of the portfolio, ranked #112.

Total Clarity Wealth Management first reported a position in IJR in Q4 2019 and has held it in 21 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Total Clarity Wealth Management held 7,399 shares of iShares Core S&P Small-Cap ETF worth $1.1M as of Q2 2026.
  • Total Clarity Wealth Management sold 183 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $25.1K.
  • iShares Core S&P Small-Cap ETF made up 0.21% of Total Clarity Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Total Clarity Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.