AWS
AJ Wealth Strategies’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,445
| Closed | -$230K | – | 277 |
|
|
2021
Q1 | $230K | Buy |
+1,445
| New | +$230K | 0.02% | 236 |
|
|
2020
Q3 | – | Sell |
-6,502
| Closed | -$634K | – | 228 |
|
|
2020
Q2 | $634K | Hold |
6,502
| – | – | 0.07% | 112 |
|
|
2020
Q1 | $533K | Buy |
+6,502
| New | +$533K | 0.07% | 88 |
|