Northstar Wealth Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $343K | Hold |
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|
2020
Q1 | $289K | Hold |
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|
2019
Q4 | $453K | Hold |
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|
2019
Q3 | $421K | Sell |
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|
2019
Q2 | $426K | Hold |
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|
2019
Q1 | $424K | Sell |
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|
2018
Q4 | $391K | Sell |
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|
2018
Q3 | $486K | Sell |
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|
2018
Q2 | $495K | Hold |
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|
2018
Q1 | $457K | Buy |
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