MONECO Advisors’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
Q2 | – | Sell |
-1,526
| Closed | -$243K | – | 233 |
|
|
2021
Q1 | $243K | Sell |
1,526
-104
| -6% | -$16.6K | 0.12% | 178 |
|
|
2020
Q4 | $230K | Buy |
+1,630
| New | +$230K | 0.13% | 154 |
|
|
2020
Q1 | – | Sell |
-2,226
| Closed | -$287K | – | 132 |
|
|
2019
Q4 | $287K | Buy |
2,226
+18
| +0.8% | +$2.32K | 0.2% | 109 |
|
|
2019
Q3 | $264K | Sell |
2,208
-50
| -2% | -$5.98K | 0.21% | 105 |
|
|
2019
Q2 | $272K | Buy |
2,258
+100
| +5% | +$12K | 0.22% | 96 |
|
|
2019
Q1 | $259K | Buy |
2,158
+7
| +0.3% | +$840 | 0.21% | 103 |
|
|
2018
Q4 | $231K | Buy |
+2,151
| New | +$231K | 0.27% | 84 |
|