CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Sell |
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|
2025
Q2 | $982K | Hold |
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|
2025
Q1 | $909K | Hold |
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|
2024
Q4 | $944K | Buy |
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|
2024
Q3 | $890K | Buy |
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|
2024
Q2 | $816K | Hold |
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|
2024
Q1 | $846K | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $785K | Sell |
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|
2023
Q2 | $836K | Sell |
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|
2023
Q1 | $952K | Sell |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $940K | Sell |
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|
2020
Q2 | $985K | Buy |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $878K | Buy |
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