Simon Quick Advisors’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
2021
Q3
Sell
2021
Q2
$1.48M Sell
2021
Q1
$1.43M Sell
2020
Q4
$1.61M Sell
2020
Q3
$1.85M Sell
2020
Q2
$1.99M Sell
2020
Q1
$2.59M Sell
2019
Q4
$7.88M Sell
2019
Q3
$12.4M Sell
2019
Q2
$13.2M Sell
2019
Q1
$14M Sell
2018
Q4
$16.9M Buy
2018
Q3
$19.2M Sell
2018
Q2
$21.6M Sell
2018
Q1
$20.1M Buy
2017
Q4
$16.5M Sell
2017
Q3
$17.3M Buy
2017
Q2
$8.08M Buy
2017
Q1
$4.33M Buy
2016
Q4
$3.44M Buy