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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$172K	Sell
2022 Q4	$276K	Sell
2022 Q3	$352K	Sell
2022 Q2	$505K	Sell
2022 Q1	$1.2M	Buy
2021 Q4	$1.14M	Buy
2021 Q3	$1.02M	Buy
2021 Q2	$854K	Buy
2021 Q1	$81K	Buy
2020 Q4	$5K	Buy