Clear Perspective Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Clear Perspective Advisors’s Portfolio IWD Stock Details IWD Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$746K	Buy
2020 Q3	–	Sell
2020 Q2	$901K	Buy
2020 Q1	–	Sell
2019 Q4	$213K	Sell
2019 Q3	$274K	Sell
2019 Q2	$274K	Sell
2019 Q1	$272K	Sell
2018 Q4	$263K	Hold
2018 Q3	$300K	Buy