Focused Wealth Management’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
Q1 | – | Sell |
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|
2023
Q4 | $100K | Buy |
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|
2023
Q3 | $86.9K | Hold |
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|
2023
Q2 | $90.3K | Buy |
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|
2023
Q1 | $87.8K | Hold |
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|
2022
Q4 | $88.7K | Buy |
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|
2022
Q3 | $64K | Hold |
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|
2022
Q2 | $68K | Sell |
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|
2022
Q1 | $81K | Sell |
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|
2021
Q4 | $85K | Sell |
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|
2021
Q3 | $82K | Sell |
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|
2021
Q2 | $96K | Sell |
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|
2021
Q1 | $115K | Hold |
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|
2020
Q4 | $95K | Sell |
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|
2020
Q3 | $73K | Sell |
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|
2020
Q2 | $72K | Buy |
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|
2020
Q1 | $60K | Sell |
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|
2019
Q4 | $97K | Sell |
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|
2019
Q3 | $99K | Sell |
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|
2019
Q2 | $112K | Sell |
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|
2019
Q1 | $134K | Sell |
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|
2018
Q4 | $142K | Sell |
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|
2018
Q3 | $182K | Sell |
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|
2018
Q2 | $190K | Hold |
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|
2018
Q1 | $176K | Sell |
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|
2017
Q4 | $182K | Sell |
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|
2017
Q3 | $341K | Sell |
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|
2017
Q2 | $369K | Sell |
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|
2017
Q1 | $380K | Sell |
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|
2016
Q4 | $400K | Sell |
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|
2016
Q3 | $444K | Sell |
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|
2016
Q2 | $465K | Sell |
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|
2016
Q1 | $1.16M | Sell |
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|
2015
Q4 | $8.58M | Sell |
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|
2015
Q3 | $8.45M | Buy |
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|
2015
Q2 | $9.54M | Buy |
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|
2015
Q1 | $8.98M | Buy |
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|
2014
Q4 | $8.46M | Buy |
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