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Edgestream Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Edgestream Partners’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,480
Closed -$412K – 586
2021
Q4 		$412K Buy
+2,480
New +$413K 0.03% 408
2021
Q3 		– Sell
-1,261
Closed -$209K – 543
2021
Q2 		$209K Buy
+1,261
New +$208K 0.01% 425
2021
Q1 		– Sell
-17,920
Closed -$2.36M – 407
2020
Q4 		$2.36M Sell
17,920
-23,193
-56% -$2.74M 0.12% 213
2020
Q3 		$4.08M Buy
+41,113
New +$4.18M 0.26% 130
2020
Q2 		– Sell
-2,763
Closed -$227K – 313
2020
Q1 		$227K Buy
+2,763
New +$310K 0.02% 282
2019
Q1 		– Sell
-3,297
Closed -$355K – 251
2018
Q4 		$355K Buy
+3,297
New +$397K 0.06% 192

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TF
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APF
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Wells Fargo
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Goldman Sachs
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UBS Group
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return