Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24
| Closed | -$3K | – | 1243 |
|
|
2024
Q2 | $3K | Sell |
24
-39
| -62% | -$4.88K | ﹤0.01% | 1016 |
|
|
2024
Q1 | $10K | Hold |
63
| – | – | ﹤0.01% | 811 |
|
|
2023
Q4 | $9K | Sell |
63
-68
| -52% | -$9.71K | ﹤0.01% | 784 |
|
|
2023
Q3 | $17.9K | Buy |
+131
| New | +$17.9K | 0.01% | 662 |
|
|
2023
Q1 | $28K | Buy |
+207
| New | +$28K | 0.01% | 567 |
|
|
2022
Q4 | – | Sell |
-738
| Closed | -$95K | – | 720 |
|
|
2022
Q3 | $95K | Sell |
738
-831
| -53% | -$107K | 0.04% | 284 |
|
|
2022
Q2 | $214K | Sell |
1,569
-151
| -9% | -$20.6K | 0.1% | 183 |
|
|
2022
Q1 | $278K | Sell |
1,720
-382
| -18% | -$61.7K | 0.11% | 166 |
|
|
2021
Q4 | $349K | Buy |
+2,102
| New | +$349K | 0.13% | 150 |
|