Everhart Financial Group’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 | – | Sell |
-1,512
| Closed | -$207K | – | 221 |
|
|
2023
Q1 | $207K | Sell |
1,512
-35
| -2% | -$4.8K | 0.09% | 196 |
|
|
2022
Q4 | $215K | Buy |
+1,547
| New | +$215K | 0.11% | 164 |
|
|
2022
Q2 | – | Sell |
-1,385
| Closed | -$224K | – | 192 |
|
|
2022
Q1 | $224K | Sell |
1,385
-22
| -2% | -$3.56K | 0.13% | 117 |
|
|
2021
Q4 | $234K | Buy |
1,407
+11
| +0.8% | +$1.83K | 0.14% | 104 |
|
|
2021
Q3 | $224K | Buy |
+1,396
| New | +$224K | 0.15% | 93 |
|