Stifel Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-575
| Closed | -$60K | – | 504 |
|
|
2014
Q2 | $60K | Hold |
575
| – | – | 0.01% | 254 |
|
|
2014
Q1 | $58K | Hold |
575
| – | – | 0.01% | 254 |
|
|
2013
Q4 | $58K | Hold |
575
| – | – | 0.01% | 252 |
|
|
2013
Q3 | $53K | Sell |
575
-200
| -26% | -$18.4K | 0.01% | 256 |
|
|
2013
Q2 | $67K | Buy |
+775
| New | +$67K | 0.01% | 237 |
|