Pin Oak Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$8K | – | 465 |
|
|
2024
Q4 | $8K | Hold |
50
| – | – | 0.01% | 356 |
|
|
2024
Q3 | $8K | Hold |
50
| – | – | 0.01% | 357 |
|
|
2024
Q2 | $8K | Hold |
50
| – | – | 0.01% | 350 |
|
|
2024
Q1 | $8K | Hold |
50
| – | – | 0.01% | 351 |
|
|
2023
Q4 | $8K | Hold |
50
| – | – | 0.01% | 351 |
|
|
2023
Q3 | $7K | Hold |
50
| – | – | 0.01% | 352 |
|
|
2023
Q2 | $7K | Buy |
+50
| New | +$7K | 0.01% | 347 |
|