Sargent Bickham Lagudis’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
Q4 | $1.99M | Buy |
14,385
+14,365
| +71,825% | +$1.99M | 0.16% | 108 |
|
|
2022
Q3 | $3K | Sell |
20
-6,354
| -100% | -$953K | ﹤0.01% | 848 |
|
|
2022
Q2 | $868K | Hold |
6,374
| – | – | 0.08% | 143 |
|
|
2022
Q1 | $1.03M | Buy |
6,374
+6,354
| +31,770% | +$1.03M | 0.08% | 137 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 857 |
|
|
2021
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 861 |
|
|
2021
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 841 |
|
|
2018
Q2 | – | Sell |
-29
| Closed | -$4K | – | 773 |
|
|
2018
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 680 |
|
|
2017
Q4 | $4K | Hold |
29
| – | – | ﹤0.01% | 703 |
|
|
2017
Q3 | $4K | Sell |
29
-28
| -49% | -$3.86K | ﹤0.01% | 711 |
|
|
2017
Q2 | $7K | Hold |
57
| – | – | ﹤0.01% | 622 |
|
|
2017
Q1 | $7K | Hold |
57
| – | – | ﹤0.01% | 630 |
|
|
2016
Q4 | $7K | Buy |
+57
| New | +$7K | ﹤0.01% | 603 |
|