Bank Julius Baer & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,528
| Closed | -$548K | – | 551 |
|
|
2023
Q4 | $548K | Buy |
+3,528
| New | +$548K | ﹤0.01% | 319 |
|
|
2023
Q1 | – | Sell |
-4,001
| Closed | -$555K | – | 600 |
|
|
2022
Q4 | $555K | Buy |
+4,001
| New | +$555K | ﹤0.01% | 331 |
|
|
2022
Q1 | – | Sell |
-2,500
| Closed | -$415K | – | 693 |
|
|
2021
Q4 | $415K | Hold |
2,500
| – | – | ﹤0.01% | 446 |
|
|
2021
Q3 | $401K | Buy |
+2,500
| New | +$401K | ﹤0.01% | 460 |
|
|
2021
Q1 | – | Sell |
-2,269
| Closed | -$299K | – | 857 |
|
|
2020
Q4 | $299K | Buy |
+2,269
| New | +$299K | ﹤0.01% | 513 |
|