IFG Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,459
| Closed | -$202K | – | 517 |
|
|
2022
Q4 | $202K | Buy |
+1,459
| New | +$202K | 0.02% | 464 |
|
|
2022
Q2 | – | Sell |
-1,330
| Closed | -$214K | – | 499 |
|
|
2022
Q1 | $214K | Sell |
1,330
-103
| -7% | -$16.6K | 0.02% | 460 |
|
|
2021
Q4 | $237K | Buy |
+1,433
| New | +$237K | 0.02% | 445 |
|
|
2021
Q1 | – | Sell |
-1,689
| Closed | -$222K | – | 481 |
|
|
2020
Q4 | $222K | Sell |
1,689
-660
| -28% | -$86.8K | 0.03% | 419 |
|
|
2020
Q3 | $233K | Buy |
+2,349
| New | +$233K | 0.04% | 365 |
|
|
2020
Q1 | – | Sell |
-1,859
| Closed | -$239K | – | 393 |
|
|
2019
Q4 | $239K | Sell |
1,859
-14
| -0.7% | -$1.8K | 0.04% | 361 |
|
|
2019
Q3 | $223K | Buy |
+1,873
| New | +$223K | 0.04% | 365 |
|