TrinityPoint Wealth’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
2021
Q4
Sell
-1,934
Closed -$310K 313
2021
Q3
$310K Buy
1,934
+470
+32% +$75.3K 0.06% 235
2021
Q2
$243K Buy
+1,464
New +$243K 0.05% 238