Wealth Management Associates’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
-1,307
Closed -$217K 196
2021
Q4
$217K Sell
1,307
-165
-11% -$27.4K 0.12% 182
2021
Q3
$236K Sell
1,472
-1,839
-56% -$295K 0.14% 166
2021
Q2
$549K Buy
+3,311
New +$549K 0.31% 76