Verus Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,886
| Closed | -$811K | – | 106 |
|
|
2021
Q4 | $811K | Buy |
4,886
+26
| +0.5% | +$4.32K | 0.11% | 39 |
|
|
2021
Q3 | $805K | Buy |
4,860
+22
| +0.5% | +$3.64K | 0.12% | 39 |
|
|
2021
Q2 | $762K | Buy |
4,838
+224
| +5% | +$35.3K | 0.12% | 38 |
|
|
2021
Q1 | $737K | Buy |
4,614
+11
| +0.2% | +$1.76K | 0.12% | 37 |
|
|
2020
Q4 | $606K | Buy |
+4,603
| New | +$606K | 0.1% | 36 |
|
|
2020
Q3 | – | Sell |
-4,554
| Closed | -$444K | – | 191 |
|
|
2020
Q2 | $444K | Buy |
4,554
+21
| +0.5% | +$2.05K | 0.1% | 39 |
|
|
2020
Q1 | $372K | Buy |
+4,533
| New | +$372K | 0.11% | 43 |
|