Moulton 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
2021
Q3
Sell
-7,338
Closed -$1.22M 35
2021
Q2
$1.22M Buy
7,338
+376
+5% +$62.4K 0.89% 25
2021
Q1
$1.13M Buy
+6,962
New +$1.13M 0.85% 24