Bradley Foster & Sargent’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
Q1 | – | Sell |
-1,911
| Closed | -$297K | – | 444 |
|
|
2023
Q4 | $297K | Buy |
1,911
+400
| +26% | +$62.1K | 0.01% | 393 |
|
|
2023
Q3 | $213K | Hold |
1,511
| – | – | ﹤0.01% | 421 |
|
|
2023
Q2 | $213K | Hold |
1,511
| – | – | ﹤0.01% | 421 |
|
|
2023
Q1 | $207K | Sell |
1,511
-25
| -2% | -$3.43K | ﹤0.01% | 416 |
|
|
2022
Q4 | $213K | Buy |
+1,536
| New | +$213K | 0.01% | 413 |
|