CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.2M | Sell |
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2025
Q2 | $11.3M | Sell |
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2025
Q1 | $11.5M | Sell |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $13M | Sell |
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|
2024
Q2 | $12.1M | Sell |
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|
2024
Q1 | $12.5M | Sell |
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|
2023
Q4 | $11.7M | Sell |
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|
2023
Q3 | $11M | Sell |
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|
2023
Q2 | $11.5M | Sell |
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|
2023
Q1 | $11.2M | Buy |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $10.9M | Sell |
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|
2022
Q1 | $13.9M | Sell |
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|
2021
Q4 | $14.5M | Sell |
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|
2021
Q3 | $13.6M | Buy |
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|
2021
Q2 | $13.7M | Sell |
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|
2021
Q1 | $13.4M | Buy |
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|
2020
Q4 | $5.01M | Buy |
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|
2020
Q3 | $4.15M | Sell |
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|
2020
Q2 | $4.01M | Buy |
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|
2019
Q4 | $4.91M | Buy |
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|
2019
Q3 | $4.56M | Sell |
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|
2019
Q2 | $4.68M | Sell |
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|
2019
Q1 | $4.63M | Sell |
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|
2018
Q4 | $4.35M | Sell |
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|
2018
Q3 | $5.23M | Sell |
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|
2018
Q2 | $5.36M | Sell |
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|
2018
Q1 | $5.31M | Sell |
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|
2017
Q4 | $5.67M | Sell |
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|
2017
Q3 | $6.01M | Sell |
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|
2017
Q2 | $5.93M | Buy |
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|
2017
Q1 | $5.79M | Sell |
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|
2016
Q4 | $5.76M | Buy |
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|
2016
Q3 | $4.93M | Sell |
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|
2016
Q2 | $4.89M | Sell |
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|
2016
Q1 | $4.97M | Sell |
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|
2015
Q4 | $5.18M | Buy |
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|
2015
Q3 | $4.71M | Sell |
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|
2015
Q2 | $5.24M | Sell |
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|
2015
Q1 | $5.58M | Sell |
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|
2014
Q4 | $5.8M | Sell |
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|
2014
Q3 | $5.97M | Sell |
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|
2014
Q2 | $6.26M | Sell |
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|
2014
Q1 | $6.42M | Buy |
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|
2013
Q4 | $6.07M | Buy |
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|
2013
Q3 | $5.29M | Buy |
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