LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.25M | Sell |
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2020
Q2 | $1.25M | Sell |
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2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.73M | Sell |
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|
2019
Q3 | $1.63M | Sell |
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|
2019
Q2 | $1.74M | Sell |
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|
2019
Q1 | $1.73M | Sell |
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|
2018
Q4 | $1.65M | Buy |
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|
2018
Q3 | $1.99M | Sell |
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|
2018
Q2 | $1.97M | Sell |
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|
2018
Q1 | $1.88M | Sell |
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|
2017
Q4 | $1.94M | Hold |
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|
2017
Q3 | $1.94M | Buy |
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|
2017
Q2 | $1.81M | Buy |
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|
2017
Q1 | $1.8M | Sell |
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|
2016
Q4 | $1.82M | Sell |
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|
2016
Q3 | $1.86M | Sell |
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|
2016
Q2 | $1.82M | Sell |
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|
2016
Q1 | $1.79M | Buy |
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|
2015
Q4 | $1.76M | Sell |
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|
2015
Q3 | $1.86M | Sell |
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|
2015
Q2 | $2.27M | Sell |
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|
2015
Q1 | $2.34M | Sell |
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|
2014
Q4 | $2.31M | Buy |
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|
2014
Q3 | $2.07M | Sell |
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|
2014
Q2 | $2.44M | Sell |
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|
2014
Q1 | $6.3M | Sell |
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|
2013
Q4 | $7.13M | Buy |
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|
2013
Q3 | $6.46M | Buy |
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|
2013
Q2 | $5.71M | Buy |
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