Stanford Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-152
| Closed | -$14K | – | 362 |
|
|
2015
Q4 | $14K | Hold |
152
| – | – | 0.01% | 247 |
|
|
2015
Q3 | $14K | Buy |
152
+10
| +7% | +$921 | 0.01% | 251 |
|
|
2015
Q2 | $14K | Hold |
142
| – | – | 0.01% | 263 |
|
|
2015
Q1 | $15K | Hold |
142
| – | – | 0.01% | 256 |
|
|
2014
Q4 | $14K | Buy |
+142
| New | +$14K | 0.01% | 262 |
|