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NovaPoint Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

NovaPoint Capital’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,795
Closed -$2.47M – 130
2022
Q4 		$2.47M Sell
17,795
-3,595
-17% -$508K 1.08% 39
2022
Q3 		$2.76M Buy
21,390
+242
+1% +$35K 1.25% 31
2022
Q2 		$2.88M Sell
21,148
-2,180
-9% -$324K 1.25% 32
2022
Q1 		$3.77M Sell
23,328
-2,471
-10% -$394K 1.37% 23
2021
Q4 		$4.28M Sell
25,799
-44
-0.2% -$7.33K 1.54% 16
2021
Q3 		$4.14M Buy
25,843
+102
+0.4% +$16.4K 1.66% 14
2021
Q2 		$4.27M Buy
25,741
+85
+0.3% +$14K 1.77% 13
2021
Q1 		$4.09M Buy
25,656
+14,520
+130% +$2.19M 1.92% 11
2020
Q4 		$1.47M Buy
+11,136
New +$1.31M 0.77% 51

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