Sullivan, Bruyette, Speros & Blaney’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
2021
Q1
$189K Hold
2020
Q4
$156K Hold
2020
Q3
$118K Buy
2020
Q2
$102K Buy
2020
Q1
Sell
2019
Q4
$135K Hold
2019
Q3
$125K Buy