Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-222
| Closed | -$31.3K | – | 188 |
|
|
2023
Q2 | $31.3K | Hold |
222
| – | – | 0.02% | 138 |
|
|
2023
Q1 | $30.4K | Hold |
222
| – | – | 0.02% | 134 |
|
|
2022
Q4 | $30.8K | Hold |
222
| – | – | 0.03% | 128 |
|
|
2022
Q3 | $29K | Hold |
222
| – | – | 0.03% | 125 |
|
|
2022
Q2 | $30K | Hold |
222
| – | – | 0.03% | 129 |
|
|
2022
Q1 | $36K | Hold |
222
| – | – | 0.03% | 128 |
|
|
2021
Q4 | $37K | Buy |
+222
| New | +$37K | 0.03% | 130 |
|