BPWA
Beacon Pointe Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $955K | Sell |
7,437
-31
| -0.4% | -$3.98K | 0.18% | 107 |
|
|
2019
Q3 | $892K | Buy |
7,468
+9
| +0.1% | +$1.08K | 0.19% | 106 |
|
|
2019
Q2 | $897K | Sell |
7,459
-8
| -0.1% | -$962 | 0.19% | 106 |
|
|
2019
Q1 | $894K | Sell |
7,467
-60
| -0.8% | -$7.18K | 0.2% | 103 |
|
|
2018
Q4 | $810K | Buy |
+7,527
| New | +$810K | 0.29% | 89 |
|