CIC Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,902
| Closed | -$664K | – | 164 |
|
|
2023
Q3 | $664K | Sell |
4,902
-525
| -10% | -$71.2K | 0.24% | 82 |
|
|
2023
Q2 | $764K | Sell |
5,427
-63
| -1% | -$8.87K | 0.26% | 73 |
|
|
2023
Q1 | $752K | Sell |
5,490
-200
| -4% | -$27.4K | 0.28% | 73 |
|
|
2022
Q4 | $789K | Buy |
+5,690
| New | +$789K | 0.33% | 66 |
|