Burt Wealth 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
2021 Q1	–	Sell	-72	Closed	-$9K	–	225
2020 Q4	$9K	Hold	72	–	–	﹤0.01%	287
2020 Q3	$7K	Sell	72 -5	-6%	-$508	﹤0.01%	299
2020 Q2	$8K	Buy	77 +5	+7%	+$455	﹤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	+$6.84K	﹤0.01%	344