CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4M | Buy |
485,913
+64,694
| +15% | +$4.58M | 0.58% | 35 |
|
|
2025
Q1 | $26.8M | Buy |
421,219
+107,692
| +34% | +$6.86M | 0.5% | 37 |
|
|
2024
Q4 | $18.3M | Buy |
313,527
+34,300
| +12% | +$2.01M | 0.36% | 42 |
|
|
2024
Q3 | $18.4M | Buy |
279,227
+28,328
| +11% | +$1.87M | 0.42% | 40 |
|
|
2024
Q2 | $15.7M | Buy |
250,899
+21,596
| +9% | +$1.35M | 0.34% | 46 |
|
|
2024
Q1 | $14.4M | Buy |
229,303
+71,768
| +46% | +$4.49M | 0.33% | 46 |
|
|
2023
Q4 | $9.21M | Buy |
157,535
+88,092
| +127% | +$5.15M | 0.23% | 54 |
|
|
2023
Q3 | $3.78M | Buy |
+69,443
| New | +$3.78M | 0.11% | 69 |
|