BWA
Burt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-72
| Closed | -$9K | – | 225 |
|
|
2020
Q4 | $9K | Hold |
72
| – | – | ﹤0.01% | 287 |
|
|
2020
Q3 | $7K | Sell |
72
-5
| -6% | -$486 | ﹤0.01% | 299 |
|
|
2020
Q2 | $8K | Buy |
77
+5
| +7% | +$519 | ﹤0.01% | 276 |
|
|
2020
Q1 | $6K | Hold |
72
| – | – | ﹤0.01% | 299 |
|
|
2019
Q4 | $9K | Hold |
72
| – | – | ﹤0.01% | 275 |
|
|
2019
Q3 | $9K | Hold |
72
| – | – | ﹤0.01% | 274 |
|
|
2019
Q2 | $9K | Hold |
72
| – | – | ﹤0.01% | 276 |
|
|
2019
Q1 | $9K | Hold |
72
| – | – | ﹤0.01% | 281 |
|
|
2018
Q4 | $8K | Hold |
72
| – | – | ﹤0.01% | 281 |
|
|
2018
Q3 | $10K | Hold |
72
| – | – | ﹤0.01% | 296 |
|
|
2018
Q2 | $9K | Hold |
72
| – | – | ﹤0.01% | 290 |
|
|
2018
Q1 | $9K | Hold |
72
| – | – | ﹤0.01% | 294 |
|
|
2017
Q4 | $9K | Hold |
72
| – | – | 0.01% | 279 |
|
|
2017
Q3 | $8K | Hold |
72
| – | – | 0.01% | 274 |
|
|
2017
Q2 | $8K | Hold |
72
| – | – | 0.01% | 304 |
|
|
2017
Q1 | $9K | Hold |
72
| – | – | 0.01% | 264 |
|
|
2016
Q4 | $9K | Hold |
72
| – | – | 0.01% | 284 |
|
|
2016
Q3 | $7K | Hold |
72
| – | – | 0.01% | 292 |
|
|
2016
Q2 | $7K | Hold |
72
| – | – | 0.01% | 294 |
|
|
2016
Q1 | $7K | Hold |
72
| – | – | 0.01% | 356 |
|
|
2015
Q4 | $6K | Buy |
+72
| New | +$6K | ﹤0.01% | 344 |
|