Confluence Wealth Management’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
Q3 | $544K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $378K | Buy |
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|
2019
Q4 | $584K | Sell |
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|
2019
Q3 | $544K | Hold |
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|
2019
Q2 | $549K | Sell |
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|
2019
Q1 | $638K | Sell |
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|
2018
Q4 | $620K | Buy |
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|
2018
Q3 | $381K | Sell |
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|
2018
Q2 | $387K | Sell |
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|
2018
Q1 | $365K | Sell |
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|
2017
Q4 | $379K | Sell |
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|
2017
Q3 | $447K | Buy |
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|
2017
Q2 | $421K | Hold |
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|
2017
Q1 | $418K | Buy |
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|
2016
Q4 | $379K | Sell |
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|
2016
Q3 | $417K | Hold |
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|
2016
Q2 | $387K | Sell |
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|
2016
Q1 | $592K | Buy |
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|
2015
Q4 | $566K | Buy |
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|
2015
Q3 | $553K | Buy |
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|
2015
Q2 | $623K | Sell |
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|
2015
Q1 | $654K | Buy |
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|
2014
Q4 | $550K | Buy |
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|
2014
Q3 | $505K | Sell |
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|
2014
Q2 | $631K | Buy |
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|
2014
Q1 | $536K | Buy |
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