First National Bank of South Miami’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-361
| Closed | -$50K | – | 270 |
|
|
2022
Q4 | $50K | Hold |
361
| – | – | 0.04% | 188 |
|
|
2022
Q3 | $47K | Hold |
361
| – | – | 0.04% | 190 |
|
|
2022
Q2 | $49K | Sell |
361
-153
| -30% | -$20.8K | 0.03% | 198 |
|
|
2022
Q1 | $83K | Sell |
514
-153
| -23% | -$24.7K | 0.05% | 193 |
|
|
2021
Q4 | $111K | Buy |
+667
| New | +$111K | 0.07% | 176 |
|