Lake Point Wealth Management’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
2022
Q2
$16K Hold
2022
Q1
$19K Hold
2021
Q4
$19K Hold
2021
Q3
$18K Hold
2021
Q2
$19K Buy
2020
Q1
$9K Hold
2019
Q4
$15K Buy