CWA
Clarus Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,796
| Closed | -$373K | – | 133 |
|
|
2020
Q4 | $373K | Buy |
+1,796
| New | +$373K | 0.25% | 79 |
|
|
2019
Q2 | – | Sell |
-105
| Closed | -$16K | – | 658 |
|
|
2019
Q1 | $16K | Buy |
105
+5
| +5% | +$762 | 0.01% | 459 |
|
|
2018
Q4 | $13K | Hold |
100
| – | – | 0.02% | 467 |
|
|
2018
Q3 | $17K | Hold |
100
| – | – | 0.01% | 463 |
|
|
2018
Q2 | $15K | Buy |
+100
| New | +$15K | 0.01% | 465 |
|