Dynasty Wealth Management’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
2018
Q4
Sell
-4,717
Closed -$627K 50
2018
Q3
$627K Buy
4,717
+600
+15% +$79.8K 0.81% 26
2018
Q2
$543K Sell
4,117
-2,075
-34% -$274K 1.12% 21
2018
Q1
$755K Sell
6,192
-11,662
-65% -$1.42M 0.32% 15
2017
Q4
$2.25M Buy
+17,854
New +$2.25M 3.88% 3