Clear Point Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-468
Closed -$176K 327
2024
Q3
$176K Hold
468
0.14% 115
2024
Q2
$171K Sell
468
-135
-22% -$49.2K 0.14% 110
2024
Q1
$203K Hold
603
0.17% 104
2023
Q4
$183K Buy
+603
New +$183K 0.16% 101