CT Financial Advisors’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
2017
Q1
$192K Buy
2016
Q4
$192K Buy
2016
Q3
$169K Buy
2016
Q2
$156K Sell
2016
Q1
$228K Buy
2015
Q4
$224K Buy
2015
Q3
$218K Buy
2015
Q2
$246K Hold
2015
Q1
$249K Buy
2014
Q4
$244K Buy
2014
Q1
$249K Buy