CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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2021
Q3 | $2.03M | Hold |
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|
2021
Q2 | $2.04M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.76M | Hold |
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|
2018
Q2 | $2.6M | Hold |
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2018
Q1 | $2.5M | Hold |
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|
2017
Q4 | $2.53M | Sell |
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|
2017
Q3 | $2.42M | Hold |
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|
2017
Q2 | $2.33M | Hold |
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|
2017
Q1 | $2.27M | Hold |
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|
2016
Q4 | $2.15M | Sell |
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|
2016
Q3 | $2.17M | Hold |
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|
2016
Q2 | $2.1M | Hold |
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|
2016
Q1 | $2.05M | Hold |
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|
2015
Q4 | $2.04M | Sell |
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|
2015
Q3 | $2.05M | Hold |
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|
2015
Q2 | $2.23M | Hold |
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|
2015
Q1 | $2.23M | Buy |
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|
2014
Q4 | $2.15M | Sell |
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|
2014
Q3 | $2.24M | Hold |
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|
2014
Q2 | $2.26M | Buy |
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|
2014
Q1 | $2.14M | Sell |
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|
2013
Q4 | $2.12M | Sell |
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|
2013
Q3 | $2.12M | Buy |
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