Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $16K | Hold |
115
| – | – | 0.01% | 128 |
|
|
2022
Q1 | $19K | Hold |
115
| – | – | 0.01% | 113 |
|
|
2021
Q4 | $19K | Hold |
115
| – | – | 0.01% | 124 |
|
|
2021
Q3 | $18K | Hold |
115
| – | – | 0.01% | 113 |
|
|
2021
Q2 | $19K | Buy |
+115
| New | +$19K | 0.01% | 123 |
|
|
2020
Q1 | $9K | Hold |
115
| – | – | 0.01% | 114 |
|
|
2019
Q4 | $15K | Buy |
+115
| New | +$15K | 0.01% | 233 |
|