Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $297K | Sell |
2,512
-34
| -1% | -$4.02K | 0.1% | 183 |
|
|
2016
Q4 | $303K | Buy |
2,546
+34
| +1% | +$4.05K | 0.11% | 170 |
|
|
2016
Q3 | $263K | Buy |
2,512
+60
| +2% | +$6.28K | 0.09% | 176 |
|
|
2016
Q2 | $239K | Hold |
2,452
| – | – | 0.09% | 194 |
|
|
2016
Q1 | $228K | Hold |
2,452
| – | – | 0.1% | 172 |
|
|
2015
Q4 | $225K | Sell |
2,452
-46
| -2% | -$4.22K | 0.1% | 170 |
|
|
2015
Q3 | $225K | Buy |
2,498
+5
| +0.2% | +$450 | 0.1% | 167 |
|
|
2015
Q2 | $254K | Hold |
2,493
| – | – | 0.1% | 156 |
|
|
2015
Q1 | $257K | Buy |
+2,493
| New | +$257K | 0.11% | 150 |
|