NewFocus Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,422
| Closed | -$958K | – | 62 |
|
|
2015
Q4 | $958K | Buy |
+10,422
| New | +$958K | 0.67% | 40 |
|
|
2015
Q1 | – | Sell |
-989
| Closed | -$101K | – | 62 |
|
|
2014
Q4 | $101K | Buy |
+989
| New | +$101K | 0.07% | 59 |
|
|
2014
Q3 | – | Sell |
-989
| Closed | -$103K | – | 43 |
|
|
2014
Q2 | $103K | Buy |
+989
| New | +$103K | 0.08% | 45 |
|