Lubar & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,496
| Closed | -$1.61M | – | 13 |
|
|
2019
Q4 | $1.61M | Hold |
12,496
| – | – | 1.95% | 9 |
|
|
2019
Q3 | $1.49M | Hold |
12,496
| – | – | 1.57% | 8 |
|
|
2019
Q2 | $1.51M | Hold |
12,496
| – | – | 1.52% | 8 |
|
|
2019
Q1 | $1.5M | Hold |
12,496
| – | – | 1.34% | 8 |
|
|
2018
Q4 | $1.34M | Hold |
12,496
| – | – | 1.25% | 8 |
|
|
2018
Q3 | $1.66M | Buy |
+12,496
| New | +$1.66M | 1.29% | 9 |
|