CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,964
Closed -$475K 227
2021
Q3
$475K Hold
1,964
0.02% 234
2021
Q2
$475K Buy
+1,964
New +$475K 0.02% 235