CPA
Clear Perspective Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $710K | Hold |
2,325
| – | – | 0.22% | 78 |
|
|
2021
Q3 | $637K | Hold |
2,325
| – | – | 0.22% | 76 |
|
|
2021
Q2 | $631K | Hold |
2,325
| – | – | 0.22% | 78 |
|
|
2021
Q1 | $565K | Sell |
2,325
-400
| -15% | -$97.2K | 0.22% | 77 |
|
|
2020
Q4 | $657K | Hold |
2,725
| – | – | 0.27% | 69 |
|
|
2020
Q3 | $524 | Sell |
2,725
-236
| -8% | -$45 | 0.25% | 74 |
|
|
2020
Q2 | $568K | Buy |
2,961
+51
| +2% | +$9.78K | 0.31% | 58 |
|
|
2020
Q1 | $438K | Hold |
2,910
| – | – | 0.29% | 68 |
|
|
2019
Q4 | $512K | Sell |
2,910
-557
| -16% | -$98K | 0.32% | 79 |
|
|
2019
Q3 | $553K | Sell |
3,467
-14
| -0.4% | -$2.23K | 0.25% | 75 |
|
|
2019
Q2 | $548K | Sell |
3,481
-126
| -3% | -$19.8K | 0.35% | 69 |
|
|
2019
Q1 | $546K | Sell |
3,607
-272
| -7% | -$41.2K | 0.39% | 70 |
|
|
2018
Q4 | $508K | Hold |
3,879
| – | – | 0.42% | 73 |
|
|
2018
Q3 | $605K | Buy |
3,879
+3,029
| +356% | +$472K | 0.45% | 71 |
|
|
2018
Q2 | $122K | Hold |
850
| – | – | 0.09% | 178 |
|
|
2018
Q1 | $116K | Hold |
850
| – | – | 0.09% | 174 |
|
|
2017
Q4 | $114K | Hold |
850
| – | – | 0.09% | 176 |
|
|
2017
Q3 | $106K | Buy |
+850
| New | +$106K | 0.09% | 178 |
|