ARS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,348
| Closed | -$239K | – | 80 |
|
|
2014
Q4 | $239K | Hold |
2,348
| – | – | 0.1% | 58 |
|
|
2014
Q3 | $220K | Sell |
2,348
-472
| -17% | -$44.2K | 0.1% | 62 |
|
|
2014
Q2 | $291K | Buy |
2,820
+9
| +0.3% | +$929 | 0.14% | 48 |
|
|
2014
Q1 | $283K | Hold |
2,811
| – | – | 0.17% | 43 |
|
|
2013
Q4 | $280K | Buy |
+2,811
| New | +$280K | 0.17% | 46 |
|