MA Private Wealth’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
2019
Q3
Sell
-2,569
Closed -$310K 88
2019
Q2
$310K Sell
2,569
-1,772
-41% -$214K 0.09% 67
2019
Q1
$520K Sell
4,341
-1,483
-25% -$178K 0.17% 58
2018
Q4
$626K Buy
+5,824
New +$626K 0.24% 55