LBA 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
2017
Q1
$85K Hold
2016
Q4
$86K Hold
2016
Q3
$76K Hold
2016
Q2
$70K Sell
2016
Q1
$81K Sell
2015
Q4
$93K Hold
2015
Q3
$91K Sell
2015
Q2
$315K Sell
2015
Q1
$340K Sell
2014
Q4
$392K Sell
2014
Q3
$366K Sell
2014
Q2
$420K Hold
2014
Q1
$410K Sell
2013
Q4
$446K Buy