Clear Perspectives Financial Planning’s iShares Russell 3000 ETF IWV Stock Holding History

Clear Perspectives Financial Planning’s Portfolio IWV Stock Details IWV 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	$330K	Hold
2022 Q4	$310K	Hold
2022 Q3	$291K	Hold
2022 Q2	$305K	Hold
2022 Q1	$368K	Hold
2021 Q4	$389K	Hold
2021 Q3	$358K	Hold
2021 Q2	$359K	Hold
2021 Q1	$333K	Sell
2020 Q4	$324K	Buy