HCR Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-218
| Closed | -$29K | – | 218 |
|
|
2020
Q4 | $29K | Hold |
218
| – | – | 0.01% | 220 |
|
|
2020
Q3 | $23K | Buy |
218
+15
| +7% | +$1.58K | 0.01% | 204 |
|
|
2020
Q2 | $20K | Hold |
203
| – | – | ﹤0.01% | 204 |
|
|
2020
Q1 | $17K | Sell |
203
-13
| -6% | -$1.09K | ﹤0.01% | 196 |
|
|
2019
Q4 | $28K | Buy |
+216
| New | +$28K | 0.01% | 189 |
|
|
2019
Q2 | – | Sell |
-1,791
| Closed | -$266K | – | 171 |
|
|
2019
Q1 | $266K | Buy |
+1,791
| New | +$266K | 0.08% | 148 |
|