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Punch & Associates Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-16
Closed -$2.46K 208
2023
Q4
$2.46K Hold
16
﹤0.01% 229
2023
Q3
$2.15K Hold
16
﹤0.01% 231
2023
Q2
$2.23K Buy
16
+4
+33% +$558 ﹤0.01% 236
2023
Q1
$1.64K Buy
+12
New +$1.64K ﹤0.01% 229
2022
Q2
Sell
-365
Closed -$59K 240
2022
Q1
$59K Buy
+365
New +$59K ﹤0.01% 221