Squar Milner Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,206
| Closed | -$98K | – | 470 |
|
|
2020
Q1 | $98K | Hold |
1,206
| – | – | 0.06% | 266 |
|
|
2019
Q4 | $155K | Buy |
+1,206
| New | +$155K | 0.08% | 245 |
|
|
2019
Q3 | – | Sell |
-1,206
| Closed | -$145K | – | 463 |
|
|
2019
Q2 | $145K | Sell |
1,206
-650
| -35% | -$78.2K | 0.1% | 211 |
|
|
2019
Q1 | $222K | Hold |
1,856
| – | – | 0.16% | 151 |
|
|
2018
Q4 | $200K | Hold |
1,856
| – | – | 0.19% | 136 |
|
|
2018
Q3 | $247K | Sell |
1,856
-1,217
| -40% | -$162K | 0.22% | 123 |
|
|
2018
Q2 | $405K | Hold |
3,073
| – | – | 0.36% | 69 |
|
|
2018
Q1 | $375K | Hold |
3,073
| – | – | 0.47% | 65 |
|
|
2017
Q4 | $396K | Buy |
+3,073
| New | +$396K | 0.48% | 72 |
|