Martel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $444K | Sell |
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|
2022
Q1 | $591K | Sell |
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|
2021
Q4 | $619K | Buy |
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|
2021
Q3 | $596K | Sell |
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|
2021
Q2 | $617K | Sell |
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|
2021
Q1 | $674K | Sell |
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|
2020
Q4 | $572K | Buy |
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|
2020
Q3 | $421K | Sell |
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|
2020
Q2 | $421K | Buy |
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|
2020
Q1 | $206K | Buy |
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|
2019
Q4 | $221K | Sell |
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|
2019
Q3 | $212K | Sell |
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|
2019
Q2 | $255K | Sell |
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|
2019
Q1 | $279K | Sell |
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|
2018
Q4 | $250K | Buy |
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