Merriman Wealth Management’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
2022
Q1
Sell
-3,035
Closed -$504K 213
2021
Q4
$504K Buy
3,035
+19
+0.6% +$3.16K 0.04% 145
2021
Q3
$483K Sell
3,016
-71
-2% -$11.4K 0.04% 141
2021
Q2
$512K Buy
3,087
+71
+2% +$11.8K 0.04% 160
2021
Q1
$481K Buy
+3,016
New +$481K 0.06% 134