Greenspring Advisors’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
Q2 | – | Sell |
-1,776
| Closed | -$243K | – | 101 |
|
|
2023
Q1 | $243K | Sell |
1,776
-154
| -8% | -$21.1K | 0.05% | 108 |
|
|
2022
Q4 | $268K | Hold |
1,930
| – | – | 0.07% | 91 |
|
|
2022
Q3 | $249K | Hold |
1,930
| – | – | 0.08% | 90 |
|
|
2022
Q2 | $263K | Hold |
1,930
| – | – | 0.08% | 90 |
|
|
2022
Q1 | $312K | Hold |
1,930
| – | – | 0.08% | 78 |
|
|
2021
Q4 | $320K | Buy |
+1,930
| New | +$320K | 0.08% | 83 |
|