LWA
Lowe Wealth 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
Q4 | – | Sell |
-85
| Closed | -$11.5K | – | 317 |
|
|
2023
Q3 | $11.5K | Hold |
85
| – | – | 0.01% | 196 |
|
|
2023
Q2 | $12K | Hold |
85
| – | – | 0.01% | 203 |
|
|
2023
Q1 | $11.6K | Hold |
85
| – | – | 0.01% | 198 |
|
|
2022
Q4 | $11.8K | Hold |
85
| – | – | 0.01% | 201 |
|
|
2022
Q3 | $11K | Hold |
85
| – | – | 0.01% | 194 |
|
|
2022
Q2 | $12K | Hold |
85
| – | – | 0.01% | 173 |
|
|
2022
Q1 | $14K | Hold |
85
| – | – | 0.01% | 176 |
|
|
2021
Q4 | $14K | Hold |
85
| – | – | 0.01% | 173 |
|
|
2021
Q3 | $14K | Hold |
85
| – | – | 0.01% | 163 |
|
|
2021
Q2 | $14K | Hold |
85
| – | – | 0.01% | 163 |
|
|
2021
Q1 | $14K | Buy |
+85
| New | +$14K | 0.01% | 155 |
|