Alerus Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-17
| Closed | -$2K | – | 156 |
|
|
2014
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 157 |
|
|
2014
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 158 |
|
|
2013
Q4 | $2K | Sell |
17
-10
| -37% | -$1.18K | ﹤0.01% | 157 |
|
|
2013
Q3 | $2K | Sell |
27
-213
| -89% | -$15.8K | ﹤0.01% | 163 |
|
|
2013
Q2 | $22K | Buy |
+240
| New | +$22K | ﹤0.01% | 145 |
|