O'Brien 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
Q4 | – | Sell |
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|
2020
Q3 | $283K | Sell |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $669K | Sell |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $1.25M | Sell |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $1.31M | Sell |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $1.87M | Sell |
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|
2018
Q2 | $2.65M | Sell |
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|
2018
Q1 | $2.51M | Sell |
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|
2017
Q4 | $3.16M | Sell |
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|
2017
Q3 | $3.23M | Sell |
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|
2017
Q2 | $3.34M | Sell |
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|
2017
Q1 | $3.62M | Sell |
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|
2016
Q4 | $4.1M | Sell |
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|
2016
Q3 | $3.77M | Sell |
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|
2016
Q2 | $3.68M | Sell |
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|
2016
Q1 | $3.88M | Sell |
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|
2015
Q4 | $3.98M | Buy |
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