FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $397K | Buy |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $356K | Hold |
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|
2023
Q1 | $356K | Hold |
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|
2022
Q4 | $356K | Sell |
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $435K | Hold |
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|
2021
Q4 | $448K | Buy |
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|
2021
Q3 | $432K | Sell |
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|
2021
Q2 | $454K | Sell |
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|
2021
Q1 | $459K | Sell |
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|
2020
Q4 | $384K | Sell |
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|
2020
Q3 | $296 | Sell |
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|
2020
Q2 | $313K | Sell |
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|
2020
Q1 | $351K | Sell |
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|
2019
Q4 | $567K | Sell |
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|
2019
Q3 | $544K | Buy |
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|
2019
Q2 | $532K | Sell |
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|
2019
Q1 | $557K | Sell |
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|
2018
Q4 | $525K | Buy |
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