CWA
Clarus Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-80,543
| Closed | -$10.7M | – | 696 |
|
|
2018
Q3 | $10.7M | Buy |
80,543
+16,914
| +27% | +$2.25M | 6.99% | 4 |
|
|
2018
Q2 | $7.76M | Hold |
63,629
| – | – | 5.86% | 5 |
|
|
2018
Q1 | $7.76M | Sell |
63,629
-17,183
| -21% | -$2.09M | 7.16% | 5 |
|
|
2017
Q4 | $10.2M | Buy |
+80,812
| New | +$10.2M | 9.78% | 2 |
|