BWP
Baldwin Wealth Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7
| Closed | -$1.17K | – | 637 |
|
|
2024
Q3 | $1.17K | Hold |
7
| – | – | ﹤0.01% | 1000 |
|
|
2024
Q2 | $1.07K | Buy |
+7
| New | +$1.07K | ﹤0.01% | 716 |
|
|
2023
Q4 | – | Sell |
-40
| Closed | -$5.42K | – | 759 |
|
|
2023
Q3 | $5.42K | Hold |
40
| – | – | ﹤0.01% | 621 |
|
|
2023
Q2 | $5.63K | Hold |
40
| – | – | ﹤0.01% | 641 |
|
|
2023
Q1 | $5.48K | Hold |
40
| – | – | ﹤0.01% | 668 |
|
|
2022
Q4 | $5.55K | Buy |
+40
| New | +$5.55K | ﹤0.01% | 653 |
|
|
2020
Q2 | – | Sell |
-388
| Closed | -$32K | – | 542 |
|
|
2020
Q1 | $32K | Buy |
+388
| New | +$32K | 0.01% | 330 |
|
|
2018
Q1 | – | Sell |
-1,048
| Closed | -$132K | – | 494 |
|
|
2017
Q4 | $132K | Hold |
1,048
| – | – | 0.02% | 222 |
|
|
2017
Q3 | $130K | Hold |
1,048
| – | – | 0.02% | 216 |
|
|
2017
Q2 | $125K | Hold |
1,048
| – | – | 0.02% | 218 |
|
|
2017
Q1 | $124K | Hold |
1,048
| – | – | 0.02% | 214 |
|
|
2016
Q4 | $125K | Hold |
1,048
| – | – | 0.02% | 208 |
|
|
2016
Q3 | $110K | Buy |
+1,048
| New | +$110K | 0.02% | 220 |
|