Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-28,291
| Closed | -$3.51M | – | 292 |
|
|
2017
Q3 | $3.51M | Buy |
+28,291
| New | +$3.51M | 0.57% | 39 |
|
|
2017
Q1 | – | Sell |
-34,950
| Closed | -$4.16M | – | 308 |
|
|
2016
Q4 | $4.16M | Sell |
34,950
-2,644
| -7% | -$314K | 0.67% | 48 |
|
|
2016
Q3 | $3.94M | Sell |
37,594
-3,123
| -8% | -$327K | 0.56% | 53 |
|
|
2016
Q2 | $3.96M | Buy |
+40,717
| New | +$3.96M | 0.75% | 41 |
|
|
2015
Q4 | – | Sell |
-15,240
| Closed | -$1.37M | – | 129 |
|
|
2015
Q3 | $1.37M | Buy |
+15,240
| New | +$1.37M | 0.53% | 56 |
|