Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $144K | Hold |
900
| – | – | 0.08% | 46 |
|
|
2021
Q2 | $149K | Hold |
900
| – | – | 0.08% | 47 |
|
|
2021
Q1 | $144K | Hold |
900
| – | – | 0.09% | 43 |
|
|
2020
Q4 | $119K | Sell |
900
-108
| -11% | -$14.3K | 0.08% | 48 |
|
|
2020
Q3 | $100K | Buy |
1,008
+108
| +12% | +$10.7K | 0.08% | 51 |
|
|
2020
Q2 | $88K | Hold |
900
| – | – | 0.07% | 77 |
|
|
2020
Q1 | $74K | Sell |
900
-361
| -29% | -$29.7K | 0.08% | 52 |
|
|
2019
Q4 | $162K | Buy |
+1,261
| New | +$162K | 0.14% | 33 |
|