Wealth Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,803
| Closed | -$275K | – | 539 |
|
|
2024
Q2 | $275K | Buy |
+1,803
| New | +$275K | 0.04% | 408 |
|
|
2023
Q1 | – | Sell |
-4,729
| Closed | -$656K | – | 527 |
|
|
2022
Q4 | $656K | Buy |
4,729
+1,700
| +56% | +$236K | 0.12% | 194 |
|
|
2022
Q3 | $390K | Sell |
3,029
-4,908
| -62% | -$632K | 0.08% | 262 |
|
|
2022
Q2 | $1.08M | Buy |
7,937
+6,398
| +416% | +$871K | 0.21% | 113 |
|
|
2022
Q1 | $248K | Buy |
+1,539
| New | +$248K | 0.05% | 368 |
|
|
2020
Q2 | – | Sell |
-10,502
| Closed | -$861K | – | 310 |
|
|
2020
Q1 | $861K | Buy |
+10,502
| New | +$861K | 0.46% | 56 |
|