Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-55
| Closed | -$5K | – | 491 |
|
|
2020
Q1 | $5K | Hold |
55
| – | – | 0.01% | 309 |
|
|
2019
Q4 | $7K | Hold |
55
| – | – | ﹤0.01% | 165 |
|
|
2019
Q3 | $7K | Hold |
55
| – | – | ﹤0.01% | 320 |
|
|
2019
Q2 | $7K | Hold |
55
| – | – | ﹤0.01% | 317 |
|
|
2019
Q1 | $7K | Hold |
55
| – | – | 0.01% | 304 |
|
|
2018
Q4 | $6K | Hold |
55
| – | – | ﹤0.01% | 288 |
|
|
2018
Q3 | $7K | Hold |
55
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $7K | Buy |
+55
| New | +$7K | 0.01% | 260 |
|