Meristem Family Wealth’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
Q1 | $1.64M | Sell |
|
|||||
|
2021
Q4 | $1.71M | Sell |
|
|||||
|
2021
Q3 | $1.66M | Sell |
|
|||||
|
2021
Q2 | $1.75M | Sell |
|
|||||
|
2021
Q1 | $1.69M | Hold |
|
|||||
|
2020
Q4 | $1.39M | Hold |
|
|||||
|
2020
Q3 | $1.05M | Hold |
|
|||||
|
2020
Q2 | $1.03M | Hold |
|
|||||
|
2020
Q1 | $868K | Sell |
|
|||||
|
2019
Q4 | $1.37M | Sell |
|
|||||
|
2019
Q3 | $1.28M | Sell |
|
|||||
|
2019
Q2 | $1.37M | Hold |
|
|||||
|
2019
Q1 | $1.37M | Hold |
|
|||||
|
2018
Q4 | $1.23M | Hold |
|
|||||
|
2018
Q3 | $1.52M | Sell |
|
|||||
|
2018
Q2 | $1.6M | Sell |
|
|||||
|
2018
Q1 | $1.51M | Buy |
|
|||||
|
2017
Q4 | $1.34M | Sell |
|
|||||
|
2017
Q3 | $1.35M | Sell |
|
|||||
|
2017
Q2 | $2.15M | Hold |
|
|||||
|
2017
Q1 | $2.14M | Hold |
|
|||||
|
2016
Q4 | $2.15M | Hold |
|
|||||
|
2016
Q3 | $1.89M | Buy |
|
|||||
|
2016
Q2 | $1.74M | Sell |
|
|||||
|
2016
Q1 | $2.22M | Buy |
|
|||||
|
2015
Q4 | $2.1M | Hold |
|
|||||
|
2015
Q3 | $2.06M | Buy |
|
|||||
|
2015
Q2 | $2.14M | Buy |
|
|||||
|
2015
Q1 | $2.03M | Sell |
|
|||||
|
2014
Q4 | $2.03M | Sell |
|
|||||
|
2014
Q3 | $1.88M | Sell |
|
|||||
|
2014
Q2 | $3.67M | Sell |
|
|||||
|
2014
Q1 | $3.84M | Sell |
|
|||||
|
2013
Q4 | $3.86M | Sell |
|
|||||
|
2013
Q3 | $3.57M | Hold |
|
|||||
|
2013
Q2 | $3.34M | Buy |
|