Bedell Frazier Investment Counselling’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
Q2
Sell
-3,595
Closed -$571K 99
2024
Q1
$571K Buy
3,595
+1,887
+110% +$300K 0.14% 75
2023
Q4
$265K Buy
+1,708
New +$265K 0.07% 80