New Legacy Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $813K | Hold |
6,000
| – | – | 2.22% | 11 |
|
|
2023
Q2 | $845K | Hold |
6,000
| – | – | 2.14% | 12 |
|
|
2023
Q1 | $822K | Hold |
6,000
| – | – | 2.34% | 13 |
|
|
2022
Q4 | $832K | Hold |
6,000
| – | – | 2.59% | 13 |
|
|
2022
Q3 | $774K | Hold |
6,000
| – | – | 2% | 13 |
|
|
2022
Q2 | $817K | Hold |
6,000
| – | – | 1.66% | 14 |
|
|
2022
Q1 | $968K | Hold |
6,000
| – | – | 0.36% | 13 |
|
|
2021
Q4 | $996K | Buy |
+6,000
| New | +$996K | 0.19% | 12 |
|