Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $399K | Buy |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $427K | Sell |
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|
2021
Q1 | $441K | Sell |
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|
2020
Q4 | $389K | Buy |
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|
2020
Q3 | $291K | Buy |
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|
2020
Q2 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $460K | Buy |
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|
2019
Q3 | $420K | Buy |
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|
2019
Q2 | $394K | Hold |
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|
2019
Q1 | $392K | Buy |
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|
2018
Q4 | $286K | Buy |
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|
2018
Q3 | $254K | Hold |
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|
2018
Q2 | $252K | Hold |
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|
2018
Q1 | $233K | Sell |
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|
2017
Q4 | $249K | Sell |
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|
2017
Q3 | $251K | Hold |
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|
2017
Q2 | $240K | Hold |
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|
2017
Q1 | $239K | Hold |
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|
2016
Q4 | $240K | Buy |
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