CWA
Clarus Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-95,184
| Closed | -$14.8M | – | 695 |
|
|
2018
Q3 | $14.8M | Buy |
95,184
+17,893
| +23% | +$2.79M | 9.69% | 1 |
|
|
2018
Q2 | $10.5M | Hold |
77,291
| – | – | 7.95% | 1 |
|
|
2018
Q1 | $10.5M | Buy |
77,291
+24,142
| +45% | +$3.29M | 9.71% | 1 |
|
|
2017
Q4 | $7.16M | Buy |
+53,149
| New | +$7.16M | 6.89% | 5 |
|