MWS
Maxwell Wealth Strategies’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $381K | Hold |
2,321
| – | – | 0.16% | 90 |
|
|
2024
Q3 | $390K | Hold |
2,321
| – | – | 0.17% | 85 |
|
|
2024
Q2 | $353K | Sell |
2,321
-15
| -0.6% | -$2.28K | 0.17% | 86 |
|
|
2024
Q1 | $360K | Hold |
2,336
| – | – | 0.18% | 88 |
|
|
2023
Q4 | $363K | Buy |
+2,336
| New | +$363K | 0.24% | 73 |
|