CWA
Clarus Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,748
| Closed | -$1.4M | – | 136 |
|
|
2024
Q1 | $1.4M | Buy |
+15,748
| New | +$1.4M | 0.79% | 36 |
|
|
2019
Q3 | – | Sell |
-205
| Closed | -$46K | – | 339 |
|
|
2019
Q2 | $46K | Sell |
205
-112
| -35% | -$25.1K | 0.03% | 281 |
|
|
2019
Q1 | $69K | Buy |
317
+1
| +0.3% | +$218 | 0.05% | 252 |
|
|
2018
Q4 | $60K | Buy |
316
+2
| +0.6% | +$380 | 0.09% | 236 |
|
|
2018
Q3 | $73K | Hold |
314
| – | – | 0.05% | 243 |
|
|
2018
Q2 | $68K | Buy |
+314
| New | +$68K | 0.05% | 238 |
|