Regal Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $679K | Sell |
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|
2023
Q3 | $615K | Sell |
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|
2023
Q2 | $694K | Sell |
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|
2023
Q1 | $2.88M | Sell |
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|
2022
Q4 | $3.86M | Buy |
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|
2022
Q3 | $3.73M | Sell |
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|
2022
Q2 | $4.15M | Buy |
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|
2022
Q1 | $4.71M | Buy |
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|
2021
Q4 | $5.04M | Sell |
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|
2021
Q3 | $7.29M | Buy |
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|
2021
Q2 | $7.53M | Buy |
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|
2021
Q1 | $5.41M | Buy |
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|
2020
Q4 | $4.45M | Buy |
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|
2020
Q3 | $2.79M | Buy |
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|
2020
Q2 | $2.73M | Buy |
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|
2020
Q1 | $2.2M | Sell |
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|
2019
Q4 | $4.01M | Buy |
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|
2019
Q3 | $3.67M | Buy |
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|
2019
Q2 | $423K | Sell |
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|
2019
Q1 | $429K | Sell |
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|
2018
Q4 | $390K | Buy |
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|
2018
Q3 | $481K | Buy |
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|
2018
Q2 | $476K | Sell |
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|
2018
Q1 | $460K | Sell |
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|
2017
Q4 | $485K | Sell |
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|
2017
Q3 | $489K | Buy |
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|
2017
Q2 | $466K | Hold |
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|
2017
Q1 | $464K | Buy |
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|
2016
Q4 | $463K | Sell |
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|
2016
Q3 | $408K | Buy |
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|
2016
Q2 | $375K | Hold |
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|
2016
Q1 | $359K | Buy |
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|
2015
Q4 | $349K | Buy |
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