Summit Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,783
| Closed | -$297K | – | 218 |
|
|
2024
Q3 | $297K | Buy |
+1,783
| New | +$297K | 0.06% | 193 |
|
|
2022
Q3 | – | Sell |
-1,599
| Closed | -$218K | – | 165 |
|
|
2022
Q2 | $218K | Sell |
1,599
-431
| -21% | -$58.7K | 0.06% | 153 |
|
|
2022
Q1 | $328K | Buy |
2,030
+13
| +0.6% | +$2.1K | 0.07% | 120 |
|
|
2021
Q4 | $335K | Hold |
2,017
| – | – | 0.07% | 119 |
|
|
2021
Q3 | $323K | Buy |
2,017
+73
| +4% | +$11.7K | 0.08% | 116 |
|
|
2021
Q2 | $322K | Buy |
1,944
+83
| +4% | +$13.8K | 0.08% | 123 |
|
|
2021
Q1 | $297K | Buy |
1,861
+110
| +6% | +$17.5K | 0.08% | 124 |
|
|
2020
Q4 | $231K | Buy |
+1,751
| New | +$231K | 0.06% | 132 |
|