Davidson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-137
| Closed | -$16K | – | 146 |
|
|
2017
Q2 | $16K | Hold |
137
| – | – | ﹤0.01% | 162 |
|
|
2017
Q1 | $16K | Hold |
137
| – | – | ﹤0.01% | 167 |
|
|
2016
Q4 | $16K | Hold |
137
| – | – | ﹤0.01% | 182 |
|
|
2016
Q3 | $14K | Hold |
137
| – | – | ﹤0.01% | 178 |
|
|
2016
Q2 | $13K | Hold |
137
| – | – | ﹤0.01% | 174 |
|
|
2016
Q1 | $12K | Hold |
137
| – | – | ﹤0.01% | 201 |
|
|
2015
Q4 | $12K | Hold |
137
| – | – | ﹤0.01% | 197 |
|
|
2015
Q3 | $12K | Hold |
137
| – | – | ﹤0.01% | 187 |
|
|
2015
Q2 | $13K | Buy |
+137
| New | +$13K | ﹤0.01% | 191 |
|