B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $8.08K | Sell |
1,365
-120
| -8% | -$710 | 0.01% | 126 |
|
|
2022
Q1 | $240K | Sell |
1,485
-708
| -32% | -$114K | 0.02% | 506 |
|
|
2021
Q4 | $364K | Buy |
2,193
+102
| +5% | +$16.9K | 0.03% | 419 |
|
|
2021
Q3 | $335K | Buy |
+2,091
| New | +$335K | 0.03% | 428 |
|
|
2019
Q2 | – | Sell |
-1,752
| Closed | -$210K | – | 415 |
|
|
2019
Q1 | $210K | Buy |
+1,752
| New | +$210K | 0.04% | 341 |
|
|
2015
Q3 | – | Sell |
-49
| Closed | -$4K | – | 459 |
|
|
2015
Q2 | $4K | Hold |
49
| – | – | ﹤0.01% | 885 |
|
|
2015
Q1 | $5K | Hold |
49
| – | – | ﹤0.01% | 861 |
|
|
2014
Q4 | $4K | Sell |
49
-18
| -27% | -$1.47K | ﹤0.01% | 875 |
|
|
2014
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 877 |
|
|
2014
Q2 | $6K | Sell |
67
-7
| -9% | -$627 | ﹤0.01% | 917 |
|
|
2014
Q1 | $7K | Buy |
+74
| New | +$7K | 0.01% | 834 |
|