LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $211K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $215K | Buy |
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|
2021
Q3 | $207K | Buy |
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|
2021
Q2 | $214K | Sell |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $139K | Buy |
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