Alpha Financial Partners’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
Q1 | – | Sell |
-2,541
| Closed | -$395K | – | 81 |
|
|
2023
Q4 | $395K | Hold |
2,541
| – | – | 0.39% | 35 |
|
|
2023
Q3 | $344K | Sell |
2,541
-153
| -6% | -$20.7K | 0.4% | 43 |
|
|
2023
Q2 | $379K | Buy |
2,694
+1
| +0% | +$141 | 0.4% | 48 |
|
|
2023
Q1 | $369K | Buy |
2,693
+1
| +0% | +$137 | 0.42% | 45 |
|
|
2022
Q4 | $373K | Buy |
+2,692
| New | +$373K | 0.45% | 46 |
|