Independence Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.19M | Buy |
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2020
Q2 | $3.11M | Buy |
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2020
Q1 | $2.46M | Buy |
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|
2019
Q4 | $3.44M | Buy |
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|
2019
Q3 | $1.35M | Sell |
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|
2019
Q2 | $1.41M | Sell |
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|
2019
Q1 | $1.43M | Sell |
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|
2018
Q4 | $1.43M | Buy |
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|
2018
Q3 | $1.51M | Sell |
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|
2018
Q2 | $1.51M | Sell |
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|
2018
Q1 | $1.41M | Hold |
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|
2017
Q4 | $1.45M | Sell |
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|
2017
Q3 | $1.46M | Hold |
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|
2017
Q2 | $1.4M | Hold |
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|
2017
Q1 | $1.39M | Sell |
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|
2016
Q4 | $1.42M | Sell |
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|
2016
Q3 | $1.27M | Sell |
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|
2016
Q2 | $1.19M | Buy |
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