Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.15M | Buy |
7,173
+144
| +2% | +$23.1K | 0.08% | 220 |
|
|
2021
Q2 | $1.17M | Buy |
7,029
+2,064
| +42% | +$342K | 0.08% | 213 |
|
|
2021
Q1 | $792K | Sell |
4,965
-1,048
| -17% | -$167K | 0.06% | 309 |
|
|
2020
Q4 | $792K | Buy |
6,013
+1,276
| +27% | +$168K | 0.06% | 283 |
|
|
2020
Q3 | $547K | Sell |
4,737
-94
| -2% | -$10.9K | 0.05% | 330 |
|
|
2020
Q2 | $471K | Sell |
4,831
-621
| -11% | -$60.5K | 0.05% | 350 |
|
|
2020
Q1 | $447K | Sell |
5,452
-599
| -10% | -$49.1K | 0.05% | 332 |
|
|
2019
Q4 | $778K | Buy |
6,051
+12
| +0.2% | +$1.54K | 0.07% | 284 |
|
|
2019
Q3 | $721K | Sell |
6,039
-1,304
| -18% | -$156K | 0.08% | 266 |
|
|
2019
Q2 | $885K | Sell |
7,343
-285
| -4% | -$34.3K | 0.09% | 233 |
|
|
2019
Q1 | $915K | Buy |
7,628
+474
| +7% | +$56.9K | 0.1% | 211 |
|
|
2018
Q4 | $769K | Buy |
+7,154
| New | +$769K | 0.1% | 214 |
|