Pinnacle Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-4,564
| Closed | -$574K | – | 198 |
|
2017
Q4 | $574K | Buy |
4,564
+37
| +0.8% | +$4.65K | 0.03% | 123 |
|
2017
Q3 | $562K | Buy |
4,527
+2
| +0% | +$248 | 0.03% | 113 |
|
2017
Q2 | $538K | Sell |
4,525
-218
| -5% | -$25.9K | 0.03% | 109 |
|
2017
Q1 | $560K | Sell |
4,743
-134
| -3% | -$15.8K | 0.04% | 106 |
|
2016
Q4 | $580K | Buy |
4,877
+128
| +3% | +$15.2K | 0.04% | 98 |
|
2016
Q3 | $490K | Buy |
+4,749
| New | +$490K | 0.04% | 69 |
|