Steele Capital Management’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
Q3
Sell
-1,824
Closed -$278K 110
2024
Q2
$278K Buy
1,824
+35
+2% +$5.33K 0.02% 144
2024
Q1
$284K Sell
1,789
-135
-7% -$21.4K 0.02% 140
2023
Q4
$299K Buy
+1,924
New +$299K 0.02% 127