BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $14.3K | Hold |
102
| – | – | ﹤0.01% | 522 |
|
|
2023
Q1 | $13.9K | Sell |
102
-34
| -25% | -$4.65K | ﹤0.01% | 555 |
|
|
2022
Q4 | $18.8K | Buy |
136
+34
| +33% | +$4.71K | ﹤0.01% | 503 |
|
|
2022
Q3 | $13K | Hold |
102
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $14K | Hold |
102
| – | – | ﹤0.01% | 533 |
|
|
2022
Q1 | $16K | Hold |
102
| – | – | ﹤0.01% | 538 |
|
|
2021
Q4 | $17K | Hold |
102
| – | – | ﹤0.01% | 566 |
|
|
2021
Q3 | $16K | Hold |
102
| – | – | ﹤0.01% | 561 |
|
|
2021
Q2 | $17K | Hold |
102
| – | – | ﹤0.01% | 538 |
|
|
2021
Q1 | $16K | Hold |
102
| – | – | ﹤0.01% | 516 |
|
|
2020
Q4 | $13K | Hold |
102
| – | – | ﹤0.01% | 528 |
|
|
2020
Q3 | $10K | Hold |
102
| – | – | ﹤0.01% | 506 |
|
|
2020
Q2 | $10K | Hold |
102
| – | – | ﹤0.01% | 541 |
|
|
2020
Q1 | $8K | Hold |
102
| – | – | ﹤0.01% | 516 |
|
|
2019
Q4 | $13K | Hold |
102
| – | – | ﹤0.01% | 501 |
|
|
2019
Q3 | $12K | Hold |
102
| – | – | ﹤0.01% | 485 |
|
|
2019
Q2 | $12K | Hold |
102
| – | – | ﹤0.01% | 493 |
|
|
2019
Q1 | $12K | Hold |
102
| – | – | ﹤0.01% | 503 |
|
|
2018
Q4 | $11K | Hold |
102
| – | – | ﹤0.01% | 465 |
|
|
2018
Q3 | $14K | Buy |
102
+1
| +1% | +$137 | ﹤0.01% | 448 |
|
|
2018
Q2 | $13K | Buy |
+101
| New | +$13K | ﹤0.01% | 466 |
|