Clear Point Advisors’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
Q4
Sell
-117
Closed -$19.5K 328
2024
Q3
$19.5K Buy
117
+1
+0.9% +$167 0.02% 282
2024
Q2
$17.7K Hold
116
0.01% 280
2024
Q1
$18.4K Buy
116
+1
+0.9% +$159 0.02% 282
2023
Q4
$17.9K Buy
+115
New +$17.9K 0.02% 275