RDFA
Ritter Daniher Financial Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-78
| Closed | -$10.6K | – | 359 |
|
2023
Q3 | $10.6K | Hold |
78
| – | – | ﹤0.01% | 226 |
|
2023
Q2 | $11K | Hold |
78
| – | – | ﹤0.01% | 213 |
|
2023
Q1 | $10.7K | Hold |
78
| – | – | ﹤0.01% | 206 |
|
2022
Q4 | $10.8K | Hold |
78
| – | – | 0.01% | 202 |
|
2022
Q3 | $10K | Hold |
78
| – | – | 0.01% | 175 |
|
2022
Q2 | $11K | Hold |
78
| – | – | 0.01% | 163 |
|
2022
Q1 | $13K | Hold |
78
| – | – | 0.01% | 157 |
|
2021
Q4 | $13K | Hold |
78
| – | – | 0.01% | 147 |
|
2021
Q3 | $13K | Hold |
78
| – | – | 0.01% | 147 |
|
2021
Q2 | $13K | Hold |
78
| – | – | 0.01% | 145 |
|
2021
Q1 | $12K | Hold |
78
| – | – | 0.01% | 138 |
|
2020
Q4 | $10K | Buy |
+78
| New | +$10K | 0.01% | 142 |
|