Collective Family Office’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
Q2 | – | Sell |
-5,670
| Closed | -$777K | – | 180 |
|
|
2023
Q1 | $777K | Sell |
5,670
-2,800
| -33% | -$384K | 0.32% | 69 |
|
|
2022
Q4 | $1.17M | Buy |
8,470
+2,450
| +41% | +$340K | 0.53% | 53 |
|
|
2022
Q3 | $776K | Buy |
+6,020
| New | +$776K | 0.39% | 70 |
|
|
2022
Q2 | – | Sell |
-1,570
| Closed | -$253K | – | 190 |
|
|
2022
Q1 | $253K | Buy |
+1,570
| New | +$253K | 0.1% | 170 |
|