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SeaCrest Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

SeaCrest Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-532
Closed -$72K – 1065
2022
Q2 		$72K Buy
+532
New +$79.2K 0.01% 980
2019
Q2 		– Sell
-487
Closed -$58K – 1183
2019
Q1 		$58K Sell
487
-235
-33% -$28.1K 0.01% 890
2018
Q4 		$78K Sell
722
-4
-0.6% -$481 0.02% 751
2018
Q3 		$97K Buy
726
+1
+0.1% +$135 0.02% 748
2018
Q2 		$96K Hold
725
– – 0.02% 735
2018
Q1 		$88K Buy
725
+1
+0.1% +$125 0.02% 746
2017
Q4 		$91K Buy
+724
New +$90.5K 0.02% 748

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TF
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APF
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Jones Financial Companies
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Envestnet Asset Management
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Goldman Sachs
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Betterment LLC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return