Shepherd Kaplan Krochuk’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $214K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $532K | Hold |
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|
2018
Q2 | $528K | Hold |
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|
2018
Q1 | $488K | Sell |
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|
2017
Q4 | $2.64M | Buy |
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|
2017
Q3 | $355K | Hold |
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|
2017
Q2 | $340K | Hold |
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|
2017
Q1 | $338K | Sell |
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|
2016
Q4 | $577K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.98M | Buy |
|