Platte River Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $430K | Hold |
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|
2024
Q2 | $393K | Hold |
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|
2024
Q1 | $410K | Hold |
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|
2023
Q4 | $401K | Hold |
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|
2023
Q3 | $350K | Hold |
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|
2023
Q2 | $363K | Hold |
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|
2023
Q1 | $354K | Hold |
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|
2022
Q4 | $358K | Hold |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $351K | Hold |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $430K | Hold |
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|
2021
Q3 | $413K | Buy |
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|
2021
Q2 | $351K | Hold |
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|
2021
Q1 | $340K | Hold |
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|
2020
Q4 | $301K | Hold |
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|
2020
Q3 | $211K | Sell |
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|
2020
Q2 | $557K | Buy |
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|
2019
Q4 | $1.82M | Buy |
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