Royal Harbor Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,334
| Closed | -$215K | – | 75 |
|
|
2022
Q1 | $215K | Hold |
1,334
| – | – | 0.14% | 78 |
|
|
2021
Q4 | $222K | Hold |
1,334
| – | – | 0.14% | 77 |
|
|
2021
Q3 | $214K | Hold |
1,334
| – | – | 0.15% | 80 |
|
|
2021
Q2 | $221K | Hold |
1,334
| – | – | 0.15% | 74 |
|
|
2021
Q1 | $213K | Buy |
+1,334
| New | +$213K | 0.16% | 71 |
|