Gupta Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $272K | Hold |
2,921
| – | – | 0.06% | 206 |
|
|
2015
Q4 | $269K | Buy |
2,921
+742
| +34% | +$68.3K | 0.07% | 205 |
|
|
2015
Q3 | $196K | Sell |
2,179
-104
| -5% | -$9.36K | 0.05% | 250 |
|
|
2015
Q2 | $233K | Buy |
2,283
+33
| +1% | +$3.37K | 0.06% | 235 |
|
|
2015
Q1 | $232K | Buy |
+2,250
| New | +$232K | 0.07% | 206 |
|