Holistic Financial Partners’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
2018
Q2
Sell
-410
Closed -$50K 204
2018
Q1
$50K Hold
410
0.04% 199
2017
Q4
$52K Buy
+410
New +$52K 0.04% 194