CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.3M | Sell |
187,654
-17,073
| -8% | -$4.21M | 0.78% | 28 |
|
|
2025
Q1 | $43.2M | Sell |
204,727
-46,500
| -19% | -$9.81M | 0.81% | 27 |
|
|
2024
Q4 | $59.1M | Sell |
251,227
-14,882
| -6% | -$3.5M | 1.15% | 24 |
|
|
2024
Q3 | $58.6M | Sell |
266,109
-4,692
| -2% | -$1.03M | 1.35% | 22 |
|
|
2024
Q2 | $58.1M | Sell |
270,801
-5,777
| -2% | -$1.24M | 1.25% | 23 |
|
|
2024
Q1 | $54M | Buy |
+276,578
| New | +$54M | 1.23% | 23 |
|
|
2021
Q4 | – | Sell |
-4,562
| Closed | -$696K | – | 230 |
|
|
2021
Q3 | $696K | Hold |
4,562
| – | – | 0.03% | 181 |
|
|
2021
Q2 | $687K | Buy |
+4,562
| New | +$687K | 0.03% | 189 |
|