Stewardship Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 88 |
|
|
2020
Q2 | – | Sell |
-90
| Closed | -$7K | – | 75 |
|
|
2020
Q1 | $7K | Buy |
90
+16
| +22% | +$1.24K | ﹤0.01% | 55 |
|
|
2019
Q4 | $10K | Sell |
74
-100
| -57% | -$13.5K | ﹤0.01% | 80 |
|
|
2019
Q3 | $21K | Hold |
174
| – | – | 0.01% | 63 |
|
|
2019
Q2 | $21K | Buy |
+174
| New | +$21K | 0.01% | 61 |
|