Financial Architects (New Jersey)’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $272K | Sell |
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|
2021
Q4 | $528K | Buy |
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|
2021
Q3 | $279K | Hold |
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|
2021
Q2 | $288K | Hold |
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|
2021
Q1 | $277K | Hold |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $171K | Hold |
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|
2020
Q1 | $144K | Sell |
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|
2019
Q4 | $288K | Hold |
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|
2019
Q3 | $268K | Hold |
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|
2019
Q2 | $270K | Hold |
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|
2019
Q1 | $269K | Hold |
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|
2018
Q4 | $241K | Hold |
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|
2018
Q3 | $298K | Hold |
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|
2018
Q2 | $296K | Hold |
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|
2018
Q1 | $273K | Sell |
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|
2017
Q4 | $310K | Sell |
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|
2017
Q3 | $323K | Sell |
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|
2017
Q2 | $310K | Hold |
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|
2017
Q1 | $308K | Buy |
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|
2016
Q4 | $280K | Hold |
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|
2016
Q3 | $247K | Hold |
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|
2016
Q2 | $229K | Hold |
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|
2016
Q1 | $220K | Hold |
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|
2015
Q4 | $217K | Buy |
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|
2015
Q3 | $209K | Hold |
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|
2015
Q2 | $237K | Hold |
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|
2015
Q1 | $240K | Sell |
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|
2014
Q4 | $244K | Hold |
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|
2014
Q3 | $224K | Buy |
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|
2014
Q2 | $240K | Buy |
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|
2014
Q1 | $204K | Sell |
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|
2013
Q4 | $334K | Buy |
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|
2013
Q3 | $186K | Hold |
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|
2013
Q2 | $174K | Buy |
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