LA
Legacy Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,167
| Closed | -$587K | – | 287 |
|
|
2023
Q2 | $587K | Buy |
+4,167
| New | +$587K | 0.09% | 160 |
|
|
2019
Q4 | – | Sell |
-1,691
| Closed | -$202K | – | 134 |
|
|
2019
Q3 | $202K | Buy |
1,691
+300
| +22% | +$35.8K | 0.15% | 107 |
|
|
2019
Q2 | $168K | Sell |
1,391
-3
| -0.2% | -$362 | 0.11% | 120 |
|
|
2019
Q1 | $167K | Buy |
+1,394
| New | +$167K | 0.05% | 123 |
|
|
2018
Q4 | – | Sell |
-1,391
| Closed | -$186K | – | 246 |
|
|
2018
Q3 | $186K | Buy |
1,391
+800
| +135% | +$107K | 0.09% | 141 |
|
|
2018
Q2 | $78K | Hold |
591
| – | – | 0.06% | 148 |
|
|
2018
Q1 | $73K | Buy |
+591
| New | +$73K | 0.05% | 135 |
|