Claraphi Advisory Network’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 |
-414
| Closed | -$34K | – | 754 |
|
|
2020
Q1 | $34K | Buy |
+414
| New | +$34K | 0.02% | 537 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$24K | – | 313 |
|
|
2019
Q3 | $24K | Buy |
+200
| New | +$24K | 0.01% | 303 |
|
|
2018
Q4 | – | Sell |
-4,253
| Closed | -$566K | – | 241 |
|
|
2018
Q3 | $566K | Sell |
4,253
-1,274
| -23% | -$170K | 0.32% | 74 |
|
|
2018
Q2 | $730K | Sell |
5,527
-1,253
| -18% | -$165K | 0.47% | 56 |
|
|
2018
Q1 | $826K | Buy |
6,780
+1,044
| +18% | +$127K | 0.59% | 41 |
|
|
2017
Q4 | $721K | Buy |
+5,736
| New | +$721K | 0.56% | 49 |
|