Mosaic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $693K | Buy |
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|
2021
Q3 | $668K | Sell |
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|
2021
Q2 | $697K | Hold |
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|
2021
Q1 | $671K | Sell |
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|
2020
Q4 | $579K | Buy |
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|
2020
Q3 | $436K | Buy |
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|
2020
Q2 | $381K | Buy |
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|
2020
Q1 | $288K | Buy |
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|
2019
Q4 | $441K | Buy |
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|
2019
Q3 | $409K | Buy |
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|
2019
Q2 | $413K | Buy |
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|
2019
Q1 | $410K | Sell |
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|
2018
Q4 | $379K | Buy |
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|
2018
Q3 | $431K | Sell |
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|
2018
Q2 | $471K | Hold |
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|
2018
Q1 | $435K | Buy |
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|
2017
Q4 | $441K | Buy |
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|
2017
Q3 | $429K | Sell |
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|
2017
Q2 | $424K | Sell |
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|
2017
Q1 | $543K | Sell |
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|
2016
Q4 | $562K | Sell |
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|
2016
Q3 | $518K | Buy |
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|
2016
Q2 | $469K | Sell |
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|
2016
Q1 | $557K | Sell |
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|
2015
Q4 | $624K | Buy |
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