Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $24K | Hold |
171
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $23K | Hold |
171
| – | – | ﹤0.01% | 422 |
|
|
2022
Q4 | $24K | Hold |
171
| – | – | ﹤0.01% | 399 |
|
|
2022
Q3 | $22K | Hold |
171
| – | – | ﹤0.01% | 400 |
|
|
2022
Q2 | $23K | Hold |
171
| – | – | ﹤0.01% | 402 |
|
|
2022
Q1 | $28K | Sell |
171
-171
| -50% | -$28K | ﹤0.01% | 408 |
|
|
2021
Q4 | $57K | Buy |
342
+171
| +100% | +$28.5K | 0.01% | 341 |
|
|
2021
Q3 | $27K | Hold |
171
| – | – | ﹤0.01% | 419 |
|
|
2021
Q2 | $28K | Buy |
+171
| New | +$28K | ﹤0.01% | 418 |
|