MPCL
My Personal CFO LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,531
| Closed | -$243K | – | 102 |
|
|
2024
Q1 | $243K | Hold |
1,531
| – | – | 0.14% | 90 |
|
|
2023
Q4 | $238K | Sell |
1,531
-296
| -16% | -$46K | 0.15% | 86 |
|
|
2023
Q3 | $248K | Hold |
1,827
| – | – | 0.2% | 72 |
|
|
2023
Q2 | $257K | Buy |
+1,827
| New | +$257K | 0.2% | 72 |
|
|
2023
Q1 | – | Sell |
-1,115
| Closed | -$155K | – | 442 |
|
|
2022
Q4 | $155K | Buy |
+1,115
| New | +$155K | 0.14% | 75 |
|