BSWA
Bromfield Sneider Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $129K | Hold |
811
| – | – | 0.08% | 51 |
|
|
2023
Q4 | $126K | Hold |
811
| – | – | 0.09% | 51 |
|
|
2023
Q3 | $110K | Hold |
811
| – | – | 0.08% | 50 |
|
|
2023
Q2 | $114K | Hold |
811
| – | – | 0.09% | 45 |
|
|
2023
Q1 | $111K | Hold |
811
| – | – | 0.09% | 44 |
|
|
2022
Q4 | $112K | Hold |
811
| – | – | 0.1% | 41 |
|
|
2022
Q3 | $105K | Hold |
811
| – | – | 0.12% | 40 |
|
|
2022
Q2 | $110K | Hold |
811
| – | – | 0.13% | 39 |
|
|
2022
Q1 | $131K | Buy |
+811
| New | +$131K | 0.14% | 39 |
|