CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-13,070
Closed -$1.81M 198
2022
Q4
$1.81M Buy
+13,070
New +$1.81M 0.07% 109
2015
Q3
Sell
-3,126
Closed -$319K 135
2015
Q2
$319K Buy
+3,126
New +$319K 0.06% 127