Atlas Private 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
Q2 | – | Sell |
-853
| Closed | -$136K | – | 245 |
|
|
2021
Q1 | $136K | Hold |
853
| – | – | 0.09% | 140 |
|
|
2020
Q4 | $112K | Sell |
853
-84
| -9% | -$11K | 0.08% | 147 |
|
|
2020
Q3 | $93K | Hold |
937
| – | – | 0.07% | 151 |
|
|
2020
Q2 | $91K | Buy |
937
+80
| +9% | +$7.77K | 0.07% | 156 |
|
|
2020
Q1 | $70K | Sell |
857
-181
| -17% | -$14.8K | 0.06% | 163 |
|
|
2019
Q4 | $134K | Buy |
+1,038
| New | +$134K | 0.1% | 147 |
|