ACG Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $87K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $280K | Sell |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $209K | Sell |
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|
2020
Q2 | $253K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $716K | Sell |
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|
2019
Q1 | $904K | Buy |
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|
2018
Q4 | $768K | Buy |
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|
2018
Q3 | $948K | Buy |
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|
2018
Q2 | $733K | Buy |
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|
2018
Q1 | $421K | Sell |
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|
2017
Q4 | $442K | Buy |
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|
2017
Q3 | $398K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $440K | Sell |
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|
2016
Q4 | $448K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $300K | Buy |
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|
2015
Q2 | $222K | Sell |
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|
2015
Q1 | $303K | Buy |
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|
2014
Q4 | $242K | Hold |
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|
2014
Q3 | $223K | Buy |
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|
2014
Q2 | $239K | Buy |
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