BIA
Bigelow Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,932
| Closed | -$405K | – | 139 |
|
|
2020
Q1 | $405K | Sell |
4,932
-2,772
| -36% | -$228K | 0.3% | 86 |
|
|
2019
Q4 | $991K | Buy |
7,704
+51
| +0.7% | +$6.56K | 0.58% | 44 |
|
|
2019
Q3 | $914K | Sell |
7,653
-155
| -2% | -$18.5K | 0.58% | 49 |
|
|
2019
Q2 | $941K | Buy |
7,808
+255
| +3% | +$30.7K | 0.63% | 42 |
|
|
2019
Q1 | $906K | Sell |
7,553
-172
| -2% | -$20.6K | 0.63% | 46 |
|
|
2018
Q4 | $831K | Sell |
7,725
-155
| -2% | -$16.7K | 0.62% | 42 |
|
|
2018
Q3 | $1.05M | Sell |
7,880
-199
| -2% | -$26.5K | 0.7% | 38 |
|
|
2018
Q2 | $1.07M | Sell |
8,079
-336
| -4% | -$44.3K | 0.73% | 39 |
|
|
2018
Q1 | $1.03M | Buy |
8,415
+670
| +9% | +$81.7K | 0.7% | 39 |
|
|
2017
Q4 | $974K | Buy |
+7,745
| New | +$974K | 0.97% | 24 |
|