Wealthspire Advisors (Maryland)’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
2020
Q3
$453K Sell
2020
Q2
$763K Sell
2020
Q1
$775K Sell
2019
Q4
$1.32M Sell
2019
Q3
$1.24M Sell
2019
Q2
$1.26M Sell
2019
Q1
$1.3M Sell
2018
Q4
$1.19M Sell
2018
Q3
$1.67M Sell
2018
Q2
$1.83M Buy
2018
Q1
$1.44M Sell
2017
Q4
$1.56M Buy
2017
Q3
$1.47M Sell
2017
Q2
$1.43M Buy
2017
Q1
$537K Sell
2016
Q4
$550K Buy
2016
Q3
$360K Buy
2016
Q2
$209K Sell
2016
Q1
$299K Buy
2015
Q4
$239K Buy