Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $203K | Sell |
1,572
-16
| -1% | -$2.07K | 0.06% | 138 |
|
|
2022
Q2 | $216K | Buy |
1,588
+181
| +13% | +$24.6K | 0.06% | 132 |
|
|
2022
Q1 | $227K | Hold |
1,407
| – | – | 0.05% | 131 |
|
|
2021
Q4 | $234K | Hold |
1,407
| – | – | 0.06% | 113 |
|
|
2021
Q3 | $225K | Hold |
1,407
| – | – | 0.06% | 103 |
|
|
2021
Q2 | $233K | Hold |
1,407
| – | – | 0.06% | 96 |
|
|
2021
Q1 | $224K | Buy |
+1,407
| New | +$224K | 0.07% | 90 |
|