Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $534K | Buy |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $1.48M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $531K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $409K | Buy |
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|
2020
Q4 | $328K | Sell |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q2 | $256K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $254K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.59M | Buy |
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|
2016
Q4 | $476K | Buy |
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