Bragg Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $746K | Sell |
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|
2023
Q2 | $782K | Sell |
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|
2023
Q1 | $970K | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $390K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.34M | Sell |
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|
2016
Q1 | $1.29M | Buy |
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|
2015
Q4 | $1.2M | Buy |
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