Braver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $6.93M | Sell |
58,271
-3,280
| -5% | -$390K | 1.13% | 17 |
|
|
2016
Q3 | $6.45M | Buy |
61,551
+47,324
| +333% | +$4.96M | 1.08% | 25 |
|
|
2016
Q2 | $1.38M | Sell |
14,227
-78,239
| -85% | -$7.61M | 0.24% | 69 |
|
|
2016
Q1 | $8.62M | Buy |
+92,466
| New | +$8.62M | 1.42% | 16 |
|
|
2015
Q1 | – | Sell |
-106,651
| Closed | -$10.8M | – | 92 |
|
|
2014
Q4 | $10.8M | Buy |
106,651
+74,760
| +234% | +$7.6M | 2.22% | 13 |
|
|
2014
Q3 | $2.98M | Buy |
31,891
+2
| +0% | +$187 | 0.9% | 22 |
|
|
2014
Q2 | $3.29M | Sell |
31,889
-131,554
| -80% | -$13.6M | 0.85% | 25 |
|
|
2014
Q1 | $16.5M | Buy |
163,443
+131,555
| +413% | +$13.3M | 4.73% | 4 |
|
|
2013
Q4 | $3.17M | Sell |
31,888
-78,634
| -71% | -$7.82M | 1.1% | 17 |
|
|
2013
Q3 | $10M | Buy |
110,522
+51,065
| +86% | +$4.63M | 3.46% | 7 |
|
|
2013
Q2 | $5.11M | Buy |
+59,457
| New | +$5.11M | 2.35% | 9 |
|