Rikoon 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
2021
Q1
$451K Buy
2020
Q4
$372K Buy
2020
Q3
$279K Sell
2020
Q2
$287K Buy
2020
Q1
$240K Hold
2019
Q4
$377K Sell
2019
Q3
$395K Hold
2019
Q2
$398K Buy
2019
Q1
$371K Buy
2018
Q4
$327K Buy
2018
Q3
$402K Buy
2018
Q2
$378K Buy
2018
Q1
$342K Sell
2017
Q4
$382K Buy
2017
Q3
$356K Buy
2017
Q2
$339K Sell
2017
Q1
$397K Buy
2016
Q4
$400K Sell
2016
Q3
$418K Buy