CWA
Clarus Wealth Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,360
| Closed | -$504K | – | 119 |
|
|
2024
Q4 | $504K | Sell |
6,360
-172
| -3% | -$13.6K | 0.25% | 80 |
|
|
2024
Q3 | $528K | Sell |
6,532
-178
| -3% | -$14.4K | 0.27% | 78 |
|
|
2024
Q2 | $507K | Sell |
6,710
-651
| -9% | -$49.2K | 0.27% | 75 |
|
|
2024
Q1 | $549K | Sell |
7,361
-332
| -4% | -$24.8K | 0.31% | 76 |
|
|
2023
Q4 | $534K | Buy |
+7,693
| New | +$534K | 0.32% | 73 |
|
|
2023
Q2 | $525K | Sell |
7,903
-176
| -2% | -$11.7K | 0.32% | 64 |
|
|
2023
Q1 | $531K | Buy |
8,079
+228
| +3% | +$15K | 0.33% | 61 |
|
|
2022
Q4 | $522K | Buy |
7,851
+1,033
| +15% | +$68.7K | 0.34% | 58 |
|
|
2022
Q3 | $399K | Buy |
6,818
+130
| +2% | +$7.61K | 0.28% | 70 |
|
|
2022
Q2 | $416K | Buy |
6,688
+107
| +2% | +$6.66K | 0.29% | 68 |
|
|
2022
Q1 | $459K | Buy |
6,581
+460
| +8% | +$32.1K | 0.29% | 59 |
|
|
2021
Q4 | $438K | Buy |
+6,121
| New | +$438K | 0.25% | 63 |
|
|
2019
Q2 | – | Sell |
-210
| Closed | -$11K | – | 659 |
|
|
2019
Q1 | $11K | Hold |
210
| – | – | 0.01% | 509 |
|
|
2018
Q4 | $10K | Hold |
210
| – | – | 0.02% | 514 |
|
|
2018
Q3 | $11K | Hold |
210
| – | – | 0.01% | 526 |
|
|
2018
Q2 | $11K | Buy |
+210
| New | +$11K | 0.01% | 513 |
|