Planning Capital Management Corporation’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
Q3
$25.7K Hold
154
0.02% 254
2024
Q2
$23.5K Hold
154
0.02% 260
2024
Q1
$24.5K Hold
154
0.02% 257
2023
Q4
$23.9K Buy
+154
New +$23.9K 0.02% 266