TFO Wealth Partners’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
Q2 | – | Sell |
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|
2024
Q1 | $89K | Hold |
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|
2023
Q4 | $86.9K | Sell |
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|
2023
Q3 | $134K | Buy |
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|
2023
Q2 | $78.4K | Buy |
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|
2023
Q1 | $76.2K | Sell |
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|
2022
Q4 | $19M | Buy |
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|
2022
Q3 | $71K | Hold |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | $89K | Buy |
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|
2021
Q4 | $88K | Hold |
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|
2021
Q3 | $88K | Buy |
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|
2021
Q2 | $74K | Buy |
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|
2021
Q1 | $71K | Hold |
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|
2020
Q4 | $59K | Buy |
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|
2020
Q3 | $18K | Buy |
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|
2020
Q2 | $17K | Buy |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $22K | Buy |
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