Clear Perspective Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1.04M	Buy
2021 Q3	$954K	Buy
2021 Q2	$906K	Buy
2018 Q3	–	Sell
2018 Q2	$55K	Sell
2018 Q1	$99K	Buy
2017 Q4	$87K	Buy
2017 Q3	$37K	Hold
2017 Q2	$35K	Hold
2017 Q1	$34K	Hold
2016 Q4	$34K	Buy