Parisi Gray Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-243
| Closed | -$40K | – | 332 |
|
|
2021
Q2 | $40K | Buy |
+243
| New | +$40K | 0.01% | 318 |
|
|
2019
Q2 | – | Sell |
-285
| Closed | -$34K | – | 273 |
|
|
2019
Q1 | $34K | Hold |
285
| – | – | 0.02% | 257 |
|
|
2018
Q4 | $30K | Hold |
285
| – | – | 0.02% | 267 |
|
|
2018
Q3 | $38K | Hold |
285
| – | – | 0.02% | 266 |
|
|
2018
Q2 | $38K | Hold |
285
| – | – | 0.03% | 271 |
|
|
2018
Q1 | $35K | Hold |
285
| – | – | 0.03% | 270 |
|
|
2017
Q4 | $36K | Buy |
+285
| New | +$36K | 0.03% | 262 |
|