CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$47M Sell
2025
Q2
$46.3M Sell
2025
Q1
$43.2M Sell
2024
Q4
$59.1M Sell
2024
Q3
$58.6M Sell
2024
Q2
$58.1M Sell
2024
Q1
$54M Buy
2021
Q4
Sell
2021
Q3
$696K Hold
2021
Q2
$687K Buy