Clear Perspectives Financial Planning’s iShares Russell 1000 ETF IWB Stock Holding History

Clear Perspectives Financial Planning’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$3.01M	Sell
2022 Q4	$2.88M	Sell
2022 Q3	$2.74M	Sell
2022 Q2	$2.93M	Sell
2022 Q1	$3.54M	Sell
2021 Q4	$3.77M	Sell
2021 Q3	$3.5M	Sell
2021 Q2	$3.51M	Sell
2021 Q1	$3.28M	Hold
2020 Q4	$3.1M	Buy