SWM
Selective Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-176
| Closed | -$23K | – | 429 |
|
|
2022
Q3 | $23K | Hold |
176
| – | – | 0.01% | 404 |
|
|
2022
Q2 | $24K | Buy |
+176
| New | +$24K | 0.01% | 439 |
|
|
2019
Q3 | – | Sell |
-4,639
| Closed | -$559K | – | 338 |
|
|
2019
Q2 | $559K | Buy |
+4,639
| New | +$559K | 0.9% | 13 |
|