Northern Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,193
| Closed | -$341K | – | 118 |
|
|
2023
Q4 | $341K | Hold |
2,193
| – | – | 0.29% | 89 |
|
|
2023
Q3 | $297K | Hold |
2,193
| – | – | 0.27% | 94 |
|
|
2023
Q2 | $309K | Hold |
2,193
| – | – | 0.27% | 88 |
|
|
2023
Q1 | $301K | Hold |
2,193
| – | – | 0.28% | 90 |
|
|
2022
Q4 | $304K | Buy |
+2,193
| New | +$304K | 0.34% | 73 |
|