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