Journey Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,643
| Closed | -$599K | – | 228 |
|
|
2022
Q3 | $599K | Sell |
4,643
-379
| -8% | -$48.9K | 0.15% | 128 |
|
|
2022
Q2 | $750K | Buy |
5,022
+8
| +0.2% | +$1.2K | 0.17% | 126 |
|
|
2022
Q1 | $809K | Sell |
5,014
-101
| -2% | -$16.3K | 0.2% | 105 |
|
|
2021
Q4 | $849K | Buy |
5,115
+1
| +0% | +$166 | 0.23% | 93 |
|
|
2021
Q3 | $819K | Hold |
5,114
| – | – | 0.27% | 86 |
|
|
2021
Q2 | $848K | Buy |
5,114
+1
| +0% | +$166 | 0.27% | 83 |
|
|
2021
Q1 | $815K | Sell |
5,113
-33
| -0.6% | -$5.26K | 0.29% | 78 |
|
|
2020
Q4 | $678K | Buy |
+5,146
| New | +$678K | 0.25% | 85 |
|