Altavista Wealth Management’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
2021
Q4
$234K Hold
1,409
0.05% 182
2021
Q3
$226K Sell
1,409
-101
-7% -$16.2K 0.05% 174
2021
Q2
$250K Buy
1,510
+101
+7% +$16.7K 0.05% 171
2021
Q1
$225K Buy
+1,409
New +$225K 0.05% 165