New World 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,691
| Closed | -$2.04M | – | 68 |
|
|
2022
Q4 | $2.04M | Buy |
+14,691
| New | +$2.04M | 0.69% | 10 |
|
|
2022
Q3 | – | Sell |
-15,064
| Closed | -$2.06M | – | 61 |
|
|
2022
Q2 | $2.06M | Buy |
+15,064
| New | +$2.06M | 1.11% | 9 |
|
|
2019
Q2 | – | Sell |
-92
| Closed | -$11K | – | 73 |
|
|
2019
Q1 | $11K | Buy |
+92
| New | +$11K | 0.01% | 85 |
|