CWA
Clarus Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3
| Closed | – | – | 657 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 710 |
|
|
2018
Q4 | $0 | Sell |
3
-113,509
| -100% | – | ﹤0.01% | 694 |
|
|
2018
Q3 | $14.4M | Buy |
113,512
+43,185
| +61% | +$5.47M | 9.38% | 2 |
|
|
2018
Q2 | $8.44M | Hold |
70,327
| – | – | 6.38% | 4 |
|
|
2018
Q1 | $8.44M | Buy |
70,327
+24,149
| +52% | +$2.9M | 7.79% | 4 |
|
|
2017
Q4 | $5.74M | Buy |
+46,178
| New | +$5.74M | 5.53% | 6 |
|