Lodestar Investment Counsel’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
2019
Q2
$1.07M Buy
2019
Q1
$1M Buy
2018
Q4
$901K Buy
2018
Q3
$774K Buy
2018
Q2
$768K Buy
2018
Q1
$582K Buy
2017
Q4
$545K Buy
2017
Q3
$526K Hold
2017
Q2
$503K Hold
2017
Q1
$500K Hold
2016
Q4
$504K Hold
2016
Q3
$444K Hold
2016
Q2
$412K Hold
2016
Q1
$395K Sell
2015
Q4
$391K Hold
2015
Q3
$383K Hold
2015
Q2
$434K Hold
2015
Q1
$439K Buy