Frisch Financial Group’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 |
-1,729
| Closed | -$240K | – | 131 |
|
|
2022
Q4 | $240K | Buy |
1,729
+7
| +0.4% | +$972 | 0.09% | 116 |
|
|
2022
Q3 | $222K | Sell |
1,722
-82
| -5% | -$10.6K | 0.09% | 106 |
|
|
2022
Q2 | $246K | Buy |
1,804
+19
| +1% | +$2.59K | 0.1% | 107 |
|
|
2022
Q1 | $288K | Buy |
1,785
+3
| +0.2% | +$484 | 0.09% | 115 |
|
|
2021
Q4 | $295K | Buy |
1,782
+81
| +5% | +$13.4K | 0.09% | 125 |
|
|
2021
Q3 | $273K | Buy |
1,701
+5
| +0.3% | +$802 | 0.09% | 115 |
|
|
2021
Q2 | $281K | Buy |
1,696
+148
| +10% | +$24.5K | 0.09% | 119 |
|
|
2021
Q1 | $247K | Buy |
1,548
+2
| +0.1% | +$319 | 0.08% | 127 |
|
|
2020
Q4 | $204K | Buy |
+1,546
| New | +$204K | 0.07% | 132 |
|