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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.02M Sell
2022
Q4
$897K Sell
2022
Q3
$934K Sell
2022
Q2
$1.1M Sell
2022
Q1
$1.56M Sell
2021
Q4
$1.75M Sell
2021
Q3
$1.7M Sell
2021
Q2
$1.7M Sell
2021
Q1
$1.55M Sell
2020
Q4
$1.59M Buy