Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q2 | $351K | Sell |
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|
2022
Q1 | $427K | Buy |
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|
2021
Q4 | $310K | Sell |
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|
2021
Q3 | $441K | Buy |
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|
2021
Q2 | $456K | Hold |
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|
2021
Q1 | $439K | Buy |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $246K | Hold |
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|
2019
Q3 | $229K | Buy |
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|
2019
Q2 | $231K | Sell |
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|
2019
Q1 | $279K | Sell |
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|
2018
Q4 | $259K | Sell |
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|
2018
Q3 | $397K | Sell |
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|
2018
Q2 | $463K | Sell |
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|
2018
Q1 | $538K | Sell |
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|
2017
Q4 | $761K | Buy |
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