SMI Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-65,470
| Closed | -$10.8M | – | 56 |
|
|
2024
Q3 | $10.8M | Buy |
+65,470
| New | +$10.8M | 2.39% | 13 |
|
|
2022
Q2 | – | Sell |
-47,345
| Closed | -$7.64M | – | 41 |
|
|
2022
Q1 | $7.64M | Buy |
47,345
+1,569
| +3% | +$253K | 2.67% | 12 |
|
|
2021
Q4 | $7.6M | Buy |
45,776
+1,216
| +3% | +$202K | 2.89% | 11 |
|
|
2021
Q3 | $7.14M | Buy |
44,560
+1,420
| +3% | +$228K | 3.2% | 8 |
|
|
2021
Q2 | $7.15M | Buy |
43,140
+2,509
| +6% | +$416K | 3.07% | 9 |
|
|
2021
Q1 | $6.48M | Buy |
+40,631
| New | +$6.48M | 2.94% | 10 |
|