Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $42K | Buy |
+400
| New | +$42K | 0.07% | 62 |
|
|
2014
Q4 | – | Sell |
-400
| Closed | -$37K | – | 268 |
|
|
2014
Q3 | $37K | Sell |
400
-22
| -5% | -$2.04K | 0.03% | 127 |
|
|
2014
Q2 | $44K | Sell |
422
-63
| -13% | -$6.57K | 0.04% | 114 |
|
|
2014
Q1 | $49K | Buy |
485
+85
| +21% | +$8.59K | 0.04% | 123 |
|
|
2013
Q4 | $40K | Hold |
400
| – | – | 0.03% | 184 |
|
|
2013
Q3 | $37K | Hold |
400
| – | – | 0.03% | 187 |
|
|
2013
Q2 | $34K | Buy |
+400
| New | +$34K | 0.05% | 144 |
|