InterOcean Capital Group’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 |
-17,164
| Closed | -$2.38M | – | 420 |
|
|
2022
Q4 | $2.38M | Buy |
17,164
+15,168
| +760% | +$2.1M | 0.09% | 122 |
|
|
2022
Q3 | $257K | Sell |
1,996
-45
| -2% | -$5.79K | 0.01% | 330 |
|
|
2022
Q2 | $278K | Buy |
2,041
+729
| +56% | +$99.3K | 0.01% | 328 |
|
|
2022
Q1 | $212K | Hold |
1,312
| – | – | 0.01% | 252 |
|
|
2021
Q4 | $218K | Hold |
1,312
| – | – | 0.01% | 239 |
|
|
2021
Q3 | $210K | Hold |
1,312
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $217K | Hold |
1,312
| – | – | 0.01% | 230 |
|
|
2021
Q1 | $209K | Buy |
+1,312
| New | +$209K | 0.01% | 224 |
|