Albion Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-146
| Closed | -$24.4K | – | 688 |
|
|
2024
Q3 | $24.4K | Hold |
146
| – | – | ﹤0.01% | 281 |
|
|
2024
Q2 | $22.2K | Buy |
+146
| New | +$22.2K | ﹤0.01% | 285 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$1K | – | 506 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 476 |
|
|
2022
Q1 | $1K | Sell |
9
-9
| -50% | -$1K | ﹤0.01% | 540 |
|
|
2021
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 485 |
|