Cape Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$1.27K | – | 958 |
|
|
2024
Q1 | $1.27K | Sell |
8
-9
| -53% | -$1.43K | ﹤0.01% | 823 |
|
|
2023
Q4 | $2.64K | Sell |
17
-60
| -78% | -$9.32K | ﹤0.01% | 892 |
|
|
2023
Q3 | $10.4K | Sell |
77
-6
| -7% | -$813 | 0.01% | 544 |
|
|
2023
Q2 | $11.7K | Hold |
83
| – | – | 0.01% | 527 |
|
|
2023
Q1 | $11.4K | Buy |
+83
| New | +$11.4K | 0.01% | 512 |
|