Beaumont Financial Advisors’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
2017
Q2
Sell
-12,156
Closed -$1.44M 180
2017
Q1
$1.44M Buy
+12,156
New +$1.44M 0.2% 87
2013
Q4
Sell
-99,387
Closed -$9.11M 157
2013
Q3
$9.11M Buy
+99,387
New +$9.11M 0.81% 47