9258 Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,295
| Closed | -$206K | – | 349 |
|
|
2024
Q1 | $206K | Hold |
1,295
| – | – | 0.03% | 333 |
|
|
2023
Q4 | $201K | Buy |
+1,295
| New | +$201K | 0.04% | 308 |
|
|
2022
Q3 | – | Sell |
-1,540
| Closed | -$210K | – | 336 |
|
|
2022
Q2 | $210K | Hold |
1,540
| – | – | 0.05% | 308 |
|
|
2022
Q1 | $249K | Hold |
1,540
| – | – | 0.06% | 315 |
|
|
2021
Q4 | $256K | Buy |
1,540
+24
| +2% | +$3.99K | 0.06% | 317 |
|
|
2021
Q3 | $243K | Sell |
1,516
-341
| -18% | -$54.7K | 0.06% | 300 |
|
|
2021
Q2 | $308K | Buy |
1,857
+9
| +0.5% | +$1.49K | 0.08% | 255 |
|
|
2021
Q1 | $295K | Hold |
1,848
| – | – | 0.09% | 249 |
|
|
2020
Q4 | $243K | Buy |
+1,848
| New | +$243K | 0.08% | 263 |
|