Financial Gravity Asset 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $8.46K | Buy |
+56
| New | +$8.46K | ﹤0.01% | 644 |
|
2024
Q2 | $6.09K | Sell |
40
-81
| -67% | -$12.3K | ﹤0.01% | 565 |
|
2024
Q1 | $19K | Buy |
121
+65
| +116% | +$10.2K | ﹤0.01% | 550 |
|
2023
Q4 | $8.7K | Buy |
+56
| New | +$8.7K | ﹤0.01% | 807 |
|
2018
Q2 | – | Sell |
-140
| Closed | -$17K | – | 1515 |
|
2018
Q1 | $17K | Buy |
+140
| New | +$17K | 0.02% | 518 |
|