Derby & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $16M | Buy |
99,642
+2,759
| +3% | +$442K | 3.22% | 9 |
|
|
2021
Q2 | $16.1M | Buy |
96,883
+3,128
| +3% | +$519K | 3.35% | 8 |
|
|
2021
Q1 | $15M | Buy |
93,755
+3,926
| +4% | +$626K | 3.37% | 9 |
|
|
2020
Q4 | $11.8M | Buy |
89,829
+3,435
| +4% | +$453K | 2.96% | 10 |
|
|
2020
Q3 | $8.58M | Buy |
+86,394
| New | +$8.58M | 2.47% | 10 |
|