CWA
Clarus Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,510
| Closed | -$384K | – | 114 |
|
|
2021
Q3 | $384K | Sell |
2,510
-87
| -3% | -$13.3K | 0.24% | 69 |
|
|
2021
Q2 | $403K | Sell |
2,597
-25
| -1% | -$3.88K | 0.25% | 72 |
|
|
2021
Q1 | $374K | Sell |
2,622
-943
| -26% | -$135K | 0.23% | 84 |
|
|
2020
Q4 | $471K | Sell |
3,565
-63
| -2% | -$8.32K | 0.31% | 58 |
|
|
2020
Q3 | $436K | Sell |
3,628
-76
| -2% | -$9.13K | 0.34% | 59 |
|
|
2020
Q2 | $409K | Sell |
3,704
-820
| -18% | -$90.5K | 0.34% | 61 |
|
|
2020
Q1 | $366K | Sell |
4,524
-219
| -5% | -$17.7K | 0.37% | 80 |
|
|
2019
Q4 | $471K | Sell |
4,743
-690
| -13% | -$68.5K | 0.31% | 86 |
|
|
2019
Q3 | $473K | Buy |
5,433
+368
| +7% | +$32K | 0.35% | 66 |
|
|
2019
Q2 | $435K | Buy |
5,065
+4,965
| +4,965% | +$426K | 0.31% | 53 |
|
|
2019
Q1 | $8K | Hold |
100
| – | – | 0.01% | 543 |
|
|
2018
Q4 | $7K | Hold |
100
| – | – | 0.01% | 556 |
|
|
2018
Q3 | $9K | Buy |
100
+11
| +12% | +$990 | 0.01% | 554 |
|
|
2018
Q2 | $7K | Buy |
+89
| New | +$7K | 0.01% | 580 |
|