SteelPeak Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,003
| Closed | -$416K | – | 388 |
|
|
2022
Q4 | $416K | Sell |
3,003
-8
| -0.3% | -$1.11K | 0.03% | 267 |
|
|
2022
Q3 | $388K | Buy |
3,011
+8
| +0.3% | +$1.03K | 0.03% | 289 |
|
|
2022
Q2 | $409K | Hold |
3,003
| – | – | 0.03% | 277 |
|
|
2022
Q1 | $485K | Buy |
3,003
+1,000
| +50% | +$162K | 0.03% | 284 |
|
|
2021
Q4 | $333K | Hold |
2,003
| – | – | 0.02% | 301 |
|
|
2021
Q3 | $321K | Hold |
2,003
| – | – | 0.02% | 310 |
|
|
2021
Q2 | $332K | Hold |
2,003
| – | – | 0.02% | 315 |
|
|
2021
Q1 | $319K | Hold |
2,003
| – | – | 0.03% | 285 |
|
|
2020
Q4 | $264K | Buy |
+2,003
| New | +$264K | 0.02% | 274 |
|