New England Guild Wealth Advisors’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
2020
Q1
Sell
-1,759
Closed -$226K 54
2019
Q4
$226K Buy
+1,759
New +$226K 0.16% 55
2018
Q1
Sell
-1,767
Closed -$222K 54
2017
Q4
$222K Buy
+1,767
New +$222K 0.21% 50