Franklin, Parlapiano, Turner & Welch’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $294K | Hold |
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|
2018
Q2 | $292K | Hold |
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|
2018
Q1 | $269K | Hold |
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|
2017
Q4 | $278K | Sell |
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|
2017
Q3 | $302K | Hold |
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|
2017
Q2 | $289K | Hold |
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|
2017
Q1 | $287K | Hold |
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|
2016
Q4 | $289K | Hold |
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|
2016
Q3 | $255K | Hold |
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|
2016
Q2 | $236K | Hold |
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|
2016
Q1 | $226K | Sell |
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|
2015
Q4 | $290K | Hold |
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|
2015
Q3 | $284K | Hold |
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|
2015
Q2 | $322K | Hold |
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|
2015
Q1 | $326K | Sell |
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|
2014
Q4 | $331K | Sell |
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|
2014
Q3 | $513K | Sell |
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|
2014
Q2 | $571K | Sell |
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|
2014
Q1 | $812K | Hold |
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|
2013
Q4 | $801K | Hold |
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|
2013
Q3 | $738K | Buy |
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|
2013
Q2 | $664K | Buy |
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