CWA
Clarus Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-44,592
| Closed | -$2.82M | – | 121 |
|
|
2022
Q3 | $2.82M | Sell |
44,592
-1,006
| -2% | -$63.5K | 2.01% | 18 |
|
|
2022
Q2 | $3M | Sell |
45,598
-6,757
| -13% | -$444K | 2.11% | 18 |
|
|
2022
Q1 | $4M | Buy |
52,355
+2,381
| +5% | +$182K | 2.49% | 14 |
|
|
2021
Q4 | $4.06M | Buy |
49,974
+2,456
| +5% | +$200K | 2.34% | 14 |
|
|
2021
Q3 | $3.75M | Buy |
47,518
+2,376
| +5% | +$188K | 2.31% | 14 |
|
|
2021
Q2 | $3.61M | Buy |
45,142
+5,936
| +15% | +$474K | 2.26% | 14 |
|
|
2021
Q1 | $2.99M | Buy |
39,206
+610
| +2% | +$46.5K | 1.87% | 14 |
|
|
2020
Q4 | $2.73M | Sell |
38,596
-3,406
| -8% | -$241K | 1.81% | 14 |
|
|
2020
Q3 | $2.47M | Buy |
42,002
+14,024
| +50% | +$825K | 1.91% | 14 |
|
|
2020
Q2 | $1.5M | Buy |
27,978
+13,724
| +96% | +$737K | 1.27% | 16 |
|
|
2020
Q1 | $579K | Sell |
14,254
-6,770
| -32% | -$275K | 0.58% | 47 |
|
|
2019
Q4 | $1.26M | Buy |
+21,024
| New | +$1.26M | 0.83% | 21 |
|