Capstone Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $293K | Hold |
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|
2019
Q3 | $272K | Sell |
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|
2019
Q2 | $280K | Sell |
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|
2019
Q1 | $309K | Sell |
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|
2018
Q4 | $438K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $346K | Hold |
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|
2017
Q3 | $342K | Sell |
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|
2017
Q2 | $467K | Sell |
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|
2017
Q1 | $479K | Sell |
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|
2016
Q4 | $551K | Sell |
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|
2016
Q3 | $647K | Buy |
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|
2016
Q2 | $386K | Sell |
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|
2016
Q1 | $2.31M | Sell |
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|
2015
Q4 | $3.95M | Buy |
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|
2015
Q3 | $922K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.29M | Buy |
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