Sargent Bickham Lagudis’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
2022 Q4	$1.99M	Buy	14,385 +14,365	+71,825%	+$2.03M	0.16%	108
2022 Q3	$3K	Sell	20 -6,354	-100%	-$918K	﹤0.01%	848
2022 Q2	$868K	Hold	6,374	–	–	0.08%	143
2022 Q1	$1.03M	Buy	6,374 +6,354	+31,770%	+$1.01M	0.08%	137
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	858
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	861
2021 Q2	$3K	Buy	+20	New	+$3.3K	﹤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%	702
2017 Q3	$4K	Sell	29 -28	-49%	-$3.3K	﹤0.01%	710
2017 Q2	$7K	Hold	57	–	–	﹤0.01%	622
2017 Q1	$7K	Hold	57	–	–	﹤0.01%	630
2016 Q4	$7K	Buy	+57	New	+$6.3K	﹤0.01%	603