Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $27K | Buy |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $26K | Sell |
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|
2020
Q4 | $92K | Buy |
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|
2020
Q3 | $13K | Sell |
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|
2020
Q2 | $13K | Sell |
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|
2020
Q1 | $129K | Sell |
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|
2019
Q4 | $8.77M | Buy |
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|
2019
Q3 | $8.06M | Sell |
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|
2019
Q2 | $8.83M | Sell |
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|
2019
Q1 | $9.14M | Sell |
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|
2018
Q4 | $8.43M | Sell |
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|
2018
Q3 | $11.4M | Sell |
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|
2018
Q2 | $12.9M | Buy |
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|
2018
Q1 | $10.9M | Sell |
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|
2017
Q4 | $11.5M | Buy |
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