Sugarloaf Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $236K | Buy |
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|
2024
Q2 | $215K | Sell |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $221K | Buy |
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|
2023
Q1 | $86.9K | Hold |
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|
2022
Q4 | $87.9K | Hold |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $86K | Sell |
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|
2022
Q1 | $111K | Buy |
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|
2021
Q4 | $105K | Hold |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $105K | Sell |
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|
2021
Q1 | $117 | Buy |
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|
2020
Q4 | $96K | Buy |
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|
2020
Q3 | $63K | Sell |
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|
2020
Q2 | $186K | Sell |
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|
2020
Q1 | $581K | Buy |
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|
2019
Q4 | $82K | Buy |
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