Baystate Wealth 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
Q4 | $602K | Buy |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $566K | Buy |
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|
2023
Q1 | $549K | Buy |
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|
2022
Q4 | $552K | Sell |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $554K | Buy |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $294K | Sell |
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|
2021
Q2 | $346K | Sell |
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|
2021
Q1 | $365K | Sell |
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|
2020
Q4 | $17.5M | Buy |
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|
2020
Q3 | $12.9M | Sell |
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|
2020
Q2 | $13.1M | Sell |
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|
2020
Q1 | $19.7M | Sell |
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|
2019
Q4 | $32.2M | Buy |
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|
2019
Q3 | $29.8M | Sell |
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|
2019
Q2 | $30.4M | Buy |
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|
2019
Q1 | $31M | Sell |
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|
2018
Q4 | $29.4M | Buy |
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|
2018
Q3 | $31.2M | Buy |
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|
2018
Q2 | $32.3M | Buy |
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|
2018
Q1 | $29.8M | Buy |
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|
2017
Q4 | $28.4M | Buy |
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|
2017
Q3 | $26.1M | Buy |
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|
2017
Q2 | $23.3M | Buy |
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|
2017
Q1 | $21.5M | Buy |
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|
2016
Q4 | $20.7M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $14K | Buy |
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