Appleton Group’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $656K | Buy |
|
|||||
|
2023
Q2 | $650K | Buy |
|
|||||
|
2023
Q1 | $596K | Buy |
|
|||||
|
2022
Q4 | $576K | Hold |
|
|||||
|
2022
Q3 | $535K | Hold |
|
|||||
|
2022
Q2 | $565K | Buy |
|
|||||
|
2022
Q1 | $665K | Sell |
|
|||||
|
2021
Q4 | $884K | Hold |
|
|||||
|
2021
Q3 | $853K | Buy |
|
|||||
|
2021
Q2 | $877K | Sell |
|
|||||
|
2021
Q1 | $852K | Buy |
|
|||||
|
2020
Q4 | $702K | Sell |
|
|||||
|
2020
Q3 | $541K | Buy |
|
|||||
|
2020
Q2 | $514K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $261K | Sell |
|
|||||
|
2019
Q3 | $977K | Sell |
|
|||||
|
2019
Q2 | $1.43M | Buy |
|
|||||
|
2019
Q1 | $1.38M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $2.07M | Buy |
|
|||||
|
2018
Q2 | $1.58M | Buy |
|
|||||
|
2018
Q1 | $1.46M | Buy |
|
|||||
|
2017
Q4 | $1.5M | Buy |
|
|||||
|
2017
Q3 | $1.48M | Buy |
|
|||||
|
2017
Q2 | $1.41M | Sell |
|
|||||
|
2017
Q1 | $1.41M | Sell |
|
|||||
|
2016
Q4 | $1.53M | Sell |
|
|||||
|
2016
Q3 | $1.61M | Sell |
|
|||||
|
2016
Q2 | $1.81M | Hold |
|
|||||
|
2016
Q1 | $1.74M | Hold |
|
|||||
|
2015
Q4 | $1.71M | Buy |
|
|||||
|
2015
Q3 | $1.68M | Sell |
|
|||||
|
2015
Q2 | $1.95M | Hold |
|
|||||
|
2015
Q1 | $1.97M | Buy |
|
|||||
|
2014
Q4 | $1.92M | Buy |
|
|||||
|
2014
Q3 | $1.71M | Sell |
|
|||||
|
2014
Q2 | $5.2M | Buy |
|
|||||
|
2014
Q1 | $5.05M | Sell |
|
|||||
|
2013
Q4 | $5.28M | Buy |
|
|||||
|
2013
Q3 | $4.78M | Sell |
|
|||||
|
2013
Q2 | $4.49M | Buy |
|