WealthSource Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.42M | Buy |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $1.42M | Hold |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.41M | Buy |
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|
2022
Q1 | $1.65M | Sell |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.64M | Hold |
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|
2021
Q2 | $1.69M | Sell |
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|
2021
Q1 | $1.67M | Sell |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $844K | Buy |
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|
2020
Q2 | $687K | Sell |
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|
2020
Q1 | $653K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $485K | Buy |
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|
2017
Q3 | $368K | Sell |
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|
2017
Q2 | $355K | Buy |
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