Nachman Norwood & Parrott’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 | $855K | Buy |
5,155
+46
| +0.9% | +$7.63K | 0.09% | 142 |
|
|
2021
Q1 | $815K | Hold |
5,109
| – | – | 0.09% | 141 |
|
|
2020
Q4 | $673K | Sell |
5,109
-98
| -2% | -$12.9K | 0.08% | 151 |
|
|
2020
Q3 | $517K | Buy |
5,207
+7
| +0.1% | +$695 | 0.07% | 156 |
|
|
2020
Q2 | $507K | Buy |
5,200
+13
| +0.3% | +$1.27K | 0.08% | 146 |
|
|
2020
Q1 | $425K | Sell |
5,187
-2,828
| -35% | -$232K | 0.09% | 150 |
|
|
2019
Q4 | $1.03M | Hold |
8,015
| – | – | 0.17% | 98 |
|
|
2019
Q3 | $957K | Sell |
8,015
-1,166
| -13% | -$139K | 0.17% | 98 |
|
|
2019
Q2 | $1.11M | Hold |
9,181
| – | – | 0.2% | 92 |
|
|
2019
Q1 | $1.1M | Sell |
9,181
-75
| -0.8% | -$8.99K | 0.21% | 90 |
|
|
2018
Q4 | $995K | Buy |
+9,256
| New | +$995K | 0.21% | 90 |
|