CWA
Clarus Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-100
| Closed | -$20K | – | 357 |
|
|
2019
Q2 | $20K | Hold |
100
| – | – | 0.01% | 365 |
|
|
2019
Q1 | $20K | Hold |
100
| – | – | 0.02% | 418 |
|
|
2018
Q4 | $17K | Sell |
100
-57,869
| -100% | -$9.84M | 0.03% | 428 |
|
|
2018
Q3 | $12.5M | Buy |
57,969
+7,002
| +14% | +$1.51M | 8.14% | 3 |
|
|
2018
Q2 | $9.71M | Hold |
50,967
| – | – | 7.35% | 2 |
|
|
2018
Q1 | $9.71M | Sell |
50,967
-7,980
| -14% | -$1.52M | 8.97% | 2 |
|
|
2017
Q4 | $11M | Buy |
+58,947
| New | +$11M | 10.59% | 1 |
|