Oliver Lagore Vanvalin Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 776 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 788 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$411 | – | 810 |
|
|
2023
Q1 | $411 | Sell |
3
-1,699
| -100% | -$233K | ﹤0.01% | 651 |
|
|
2022
Q4 | $236K | Buy |
1,702
+1,692
| +16,920% | +$235K | 0.13% | 81 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 584 |
|
|
2022
Q2 | $1K | Sell |
10
-36
| -78% | -$3.6K | ﹤0.01% | 559 |
|
|
2022
Q1 | $8K | Sell |
46
-186,684
| -100% | -$32.5M | 0.01% | 356 |
|
|
2021
Q4 | $31M | Buy |
+186,730
| New | +$31M | 2.22% | 9 |
|