Destiny Wealth Partners’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
Q1 | – | Sell |
-801
| Closed | -$111K | – | 408 |
|
|
2022
Q4 | $111K | Sell |
801
-1,147
| -59% | -$159K | 0.02% | 223 |
|
|
2022
Q3 | $251K | Sell |
1,948
-287
| -13% | -$37K | 0.06% | 170 |
|
|
2022
Q2 | $304K | Sell |
2,235
-2,200
| -50% | -$299K | 0.07% | 123 |
|
|
2022
Q1 | $716K | Sell |
4,435
-267
| -6% | -$43.1K | 0.14% | 85 |
|
|
2021
Q4 | $781K | Buy |
4,702
+37
| +0.8% | +$6.15K | 0.15% | 86 |
|
|
2021
Q3 | $747K | Sell |
4,665
-423
| -8% | -$67.7K | 0.15% | 87 |
|
|
2021
Q2 | $843K | Buy |
5,088
+4,962
| +3,938% | +$822K | 0.16% | 95 |
|
|
2021
Q1 | $20K | Hold |
126
| – | – | ﹤0.01% | 366 |
|
|
2020
Q4 | $17K | Buy |
+126
| New | +$17K | ﹤0.01% | 376 |
|