Halpern Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $461K | Hold |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $476K | Hold |
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $351K | Hold |
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $349K | Hold |
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|
2022
Q1 | $413K | Hold |
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|
2021
Q4 | $425K | Hold |
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|
2021
Q3 | $410K | Sell |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $424K | Sell |
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|
2020
Q4 | $359K | Sell |
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|
2020
Q3 | $318K | Hold |
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|
2020
Q2 | $312K | Buy |
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|
2020
Q1 | $155K | Sell |
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|
2019
Q4 | $276K | Buy |
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