AIFAIM
American Institute for Advanced Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,055
| Closed | -$289K | – | 118 |
|
|
2023
Q2 | $289K | Sell |
2,055
-725
| -26% | -$102K | 0.25% | 93 |
|
|
2023
Q1 | $326K | Sell |
2,780
-275
| -9% | -$32.3K | 0.35% | 77 |
|
|
2022
Q4 | $424K | Buy |
3,055
+75
| +3% | +$10.4K | 0.39% | 69 |
|
|
2022
Q3 | $384K | Hold |
2,980
| – | – | 0.36% | 70 |
|
|
2022
Q2 | $406K | Buy |
+2,980
| New | +$406K | 0.36% | 71 |
|
|
2020
Q1 | – | Sell |
-2,335
| Closed | -$300K | – | 94 |
|
|
2019
Q4 | $300K | Buy |
+2,335
| New | +$300K | 0.29% | 74 |
|