Lenox Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,327
| Closed | -$157K | – | 492 |
|
|
2017
Q1 | $157K | Hold |
1,327
| – | – | 0.11% | 46 |
|
|
2016
Q4 | $158K | Hold |
1,327
| – | – | 0.12% | 40 |
|
|
2016
Q3 | $129K | Hold |
1,327
| – | – | 0.1% | 48 |
|
|
2016
Q2 | $129K | Hold |
1,327
| – | – | 0.09% | 49 |
|
|
2016
Q1 | $124K | Hold |
1,327
| – | – | 0.09% | 51 |
|
|
2015
Q4 | $122K | Buy |
+1,327
| New | +$122K | 0.09% | 53 |
|