Lehman & Derafelo Financial Resources’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
Q4 | – | Sell |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $13K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $31K | Hold |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $19K | Hold |
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|
2020
Q2 | $19K | Hold |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $25K | Hold |
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|
2019
Q3 | $23K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $23K | Hold |
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|
2018
Q4 | $21K | Buy |
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