TVWM
Tower View Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25
| Closed | -$3.97K | – | 191 |
|
|
2024
Q1 | $3.97K | Buy |
+25
| New | +$3.97K | ﹤0.01% | 168 |
|
|
2023
Q3 | – | Sell |
-31
| Closed | -$4K | – | 185 |
|
|
2023
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 159 |
|
|
2023
Q1 | $4K | Sell |
31
-6
| -16% | -$774 | ﹤0.01% | 137 |
|
|
2022
Q4 | $5K | Sell |
37
-4
| -10% | -$541 | ﹤0.01% | 138 |
|
|
2022
Q3 | $5K | Buy |
41
+11
| +37% | +$1.34K | ﹤0.01% | 138 |
|
|
2022
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 141 |
|
|
2022
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 164 |
|
|
2021
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 172 |
|
|
2021
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 202 |
|
|
2021
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 152 |
|
|
2021
Q1 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 166 |
|
|
2019
Q2 | – | Sell |
-17,314
| Closed | -$2.08M | – | 146 |
|
|
2019
Q1 | $2.08M | Sell |
17,314
-236
| -1% | -$28.3K | 1.84% | 27 |
|
|
2018
Q4 | $1.89M | Sell |
17,550
-2,148
| -11% | -$231K | 1.95% | 26 |
|
|
2018
Q3 | $2.62M | Buy |
19,698
+1,170
| +6% | +$156K | 2.29% | 13 |
|
|
2018
Q2 | $2.44M | Buy |
+18,528
| New | +$2.44M | 2.31% | 12 |
|
|
2018
Q1 | – | Sell |
-12,625
| Closed | -$1.59M | – | 141 |
|
|
2017
Q4 | $1.59M | Buy |
+12,625
| New | +$1.59M | 1.46% | 31 |
|