FIG
FundX Investment Group’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $577K | Sell |
3,474
-22,141
| -86% | -$3.68M | 0.14% | 37 |
|
|
2021
Q3 | $4.1M | Sell |
25,615
-2,556
| -9% | -$410K | 1.94% | 14 |
|
|
2021
Q2 | $764 | Buy |
+28,171
| New | +$764 | 0.08% | 31 |
|
|
2017
Q3 | – | Sell |
-19,510
| Closed | -$2.32M | – | 39 |
|
|
2017
Q2 | $2.32M | Sell |
19,510
-140,708
| -88% | -$16.7M | 0.94% | 12 |
|
|
2017
Q1 | $18.9M | Buy |
160,218
+24,916
| +18% | +$2.94M | 7.96% | 2 |
|
|
2016
Q4 | $16.1M | Buy |
135,302
+16,541
| +14% | +$1.97M | 5.64% | 7 |
|
|
2016
Q3 | $12.4M | Buy |
+118,761
| New | +$12.4M | 3.18% | 16 |
|