SBSB
Sullivan, Bruyette, Speros & Blaney’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $189K | Hold |
1,188
| – | – | 0.01% | 315 |
|
|
2020
Q4 | $156K | Hold |
1,188
| – | – | 0.01% | 320 |
|
|
2020
Q3 | $118K | Buy |
1,188
+137
| +13% | +$13.6K | 0.01% | 321 |
|
|
2020
Q2 | $102K | Buy |
+1,051
| New | +$102K | 0.01% | 320 |
|
|
2020
Q1 | – | Sell |
-1,051
| Closed | -$135K | – | 325 |
|
|
2019
Q4 | $135K | Hold |
1,051
| – | – | 0.01% | 301 |
|
|
2019
Q3 | $125K | Buy |
+1,051
| New | +$125K | 0.01% | 298 |
|