Family Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,478
| Closed | -$230K | – | 73 |
|
|
2023
Q4 | $230K | Hold |
1,478
| – | – | 0.16% | 65 |
|
|
2023
Q3 | $200K | Hold |
1,478
| – | – | 0.13% | 77 |
|
|
2023
Q2 | $208K | Hold |
1,478
| – | – | 0.13% | 72 |
|
|
2023
Q1 | $203K | Hold |
1,478
| – | – | 0.09% | 69 |
|
|
2022
Q4 | $205K | Buy |
+1,478
| New | +$205K | 0.14% | 65 |
|