Baldrige Asset Management’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
Q1
$159K Hold
2022
Q4
$161K Sell
2022
Q3
$154K Hold
2022
Q2
$163K Hold
2022
Q1
$193K Sell
2021
Q4
$204K Hold
2021
Q3
$197K Hold
2021
Q2
$204K Buy
2020
Q1
Sell
2019
Q4
$319K Sell
2019
Q3
$302K Hold
2019
Q2
$305K Hold
2019
Q1
$303K Buy