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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Buy |
10,838
+169
| +2% | +$16.9K | 0.02% | 175 |
|
|
2025
Q4 | $1.03M | Hold |
10,669
| – | – | 0.02% | 162 |
|
|
2025
Q3 | $1.03M | Sell |
10,669
-11
| -0.1% | -$1.04K | 0.02% | 159 |
|
|
2025
Q2 | $982K | Hold |
10,680
| – | – | 0.02% | 163 |
|
|
2025
Q1 | $909K | Hold |
10,680
| – | – | 0.02% | 158 |
|
|
2024
Q4 | $944K | Buy |
10,680
+583
| +6% | +$52.9K | 0.02% | 150 |
|
|
2024
Q3 | $890K | Buy |
10,097
+33
| +0.3% | +$2.78K | 0.02% | 145 |
|
|
2024
Q2 | $816K | Hold |
10,064
| – | – | 0.02% | 145 |
|
|
2024
Q1 | $846K | Sell |
10,064
-3,124
| -24% | -$248K | 0.02% | 140 |
|
|
2023
Q4 | $1.03M | Buy |
13,188
+1,859
| +16% | +$132K | 0.03% | 135 |
|
|
2023
Q3 | $785K | Sell |
11,329
-112
| -1% | -$8.17K | 0.02% | 135 |
|
|
2023
Q2 | $836K | Sell |
11,441
-2,171
| -16% | -$151K | 0.02% | 136 |
|
|
2023
Q1 | $952K | Sell |
13,612
-8,654
| -39% | -$611K | 0.03% | 134 |
|
|
2022
Q4 | $1.5M | Buy |
+22,266
| New | +$1.5M | 0.06% | 119 |
|
|
2022
Q3 | – | Sell |
-18,209
| Closed | -$1.18M | – | 126 |
|
|
2022
Q2 | $1.18M | Buy |
18,209
+1,362
| +8% | +$97K | 0.05% | 126 |
|
|
2022
Q1 | $1.31M | Buy |
16,847
+1,275
| +8% | +$98.1K | 0.05% | 125 |
|
|
2021
Q4 | $1.29M | Sell |
15,572
-352
| -2% | -$28.9K | 0.05% | 117 |
|
|
2021
Q3 | $1.25M | Sell |
15,924
-239
| -1% | -$19.1K | 0.05% | 128 |
|
|
2021
Q2 | $1.28M | Buy |
16,163
+78
| +0.5% | +$6.05K | 0.05% | 128 |
|
|
2021
Q1 | $1.19M | Sell |
16,085
-108
| -0.7% | -$7.81K | 0.06% | 118 |
|
|
2020
Q4 | $1.11M | Sell |
16,193
-194
| -1% | -$12.4K | 0.05% | 111 |
|
|
2020
Q3 | $940K | Sell |
16,387
-1,991
| -11% | -$113K | 0.05% | 115 |
|
|
2020
Q2 | $985K | Buy |
+18,378
| New | +$921K | 0.06% | 113 |
|
|
2019
Q4 | $1.04M | Buy |
+17,398
| New | +$999K | 0.08% | 104 |
|
|
2019
Q1 | – | Sell |
-18,900
| Closed | -$878K | – | 123 |
|
|
2018
Q4 | $878K | Buy |
+18,900
| New | +$953K | 0.09% | 106 |
|
Other funds holding IWR
