Abacus Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,777
| Closed | -$310K | – | 175 |
|
|
2020
Q1 | $310K | Buy |
3,777
+948
| +34% | +$77.8K | 0.15% | 105 |
|
|
2019
Q4 | $364K | Hold |
2,829
| – | – | 0.17% | 108 |
|
|
2019
Q3 | $338K | Hold |
2,829
| – | – | 0.17% | 109 |
|
|
2019
Q2 | $341K | Hold |
2,829
| – | – | 0.2% | 108 |
|
|
2019
Q1 | $339K | Hold |
2,829
| – | – | 0.21% | 100 |
|
|
2018
Q4 | $304K | Buy |
+2,829
| New | +$304K | 0.23% | 99 |
|