Greenwood Gearhart’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$155K | – | 188 |
|
|
2023
Q4 | $155K | Buy |
+1,000
| New | +$155K | 0.02% | 109 |
|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$210K | – | 94 |
|
|
2022
Q1 | $210K | Sell |
1,300
-165
| -11% | -$26.7K | 0.03% | 95 |
|
|
2021
Q4 | $243K | Hold |
1,465
| – | – | 0.03% | 91 |
|
|
2021
Q3 | $235K | Sell |
1,465
-200
| -12% | -$32.1K | 0.04% | 81 |
|
|
2021
Q2 | $276K | Sell |
1,665
-435
| -21% | -$72.1K | 0.04% | 75 |
|
|
2021
Q1 | $335K | Sell |
2,100
-1,470
| -41% | -$235K | 0.06% | 69 |
|
|
2020
Q4 | $470K | Buy |
+3,570
| New | +$470K | 0.09% | 61 |
|