Money Concepts Capital’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-529
| Closed | -$73.4K | – | 1732 |
|
2022
Q4 | $73.4K | Buy |
529
+508
| +2,419% | +$70.4K | ﹤0.01% | 1096 |
|
2022
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 1317 |
|
2022
Q2 | $3K | Sell |
21
-375
| -95% | -$53.6K | ﹤0.01% | 1264 |
|
2022
Q1 | $64K | Sell |
396
-1,154
| -74% | -$187K | ﹤0.01% | 1148 |
|
2021
Q4 | $257K | Buy |
+1,550
| New | +$257K | 0.02% | 439 |
|
2021
Q1 | $230K | Buy |
1,441
+1,420
| +6,762% | +$227K | 0.02% | 450 |
|
2020
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 631 |
|