Sage Private 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
Q1
Sell
2022
Q4
$404K Sell
2022
Q3
$398K Sell
2022
Q2
$471K Sell
2022
Q1
$603K Sell
2021
Q4
$19.9M Buy
2021
Q3
$19.1M Buy
2021
Q2
$19.4M Buy
2021
Q1
$17.9M Buy