Hellman Jordan Management Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,287
| Closed | -$2.31M | – | 63 |
|
|
2022
Q1 | $2.31M | Sell |
14,287
-749
| -5% | -$121K | 2.5% | 13 |
|
|
2021
Q4 | $2.5M | Sell |
15,036
-3,472
| -19% | -$577K | 3% | 8 |
|
|
2021
Q3 | $2.97M | Buy |
+18,508
| New | +$2.97M | 4.18% | 3 |
|
|
2015
Q4 | – | Sell |
-5,500
| Closed | -$495K | – | 51 |
|
|
2015
Q3 | $495K | Buy |
+5,500
| New | +$495K | 0.12% | 41 |
|