WealthTrust Axiom’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
Q2 | – | Sell |
-1,395
| Closed | -$225K | – | 266 |
|
|
2022
Q1 | $225K | Hold |
1,395
| – | – | 0.07% | 210 |
|
|
2021
Q4 | $231K | Hold |
1,395
| – | – | 0.07% | 209 |
|
|
2021
Q3 | $223K | Hold |
1,395
| – | – | 0.08% | 207 |
|
|
2021
Q2 | $231K | Hold |
1,395
| – | – | 0.07% | 211 |
|
|
2021
Q1 | $222K | Sell |
1,395
-1,000
| -42% | -$159K | 0.08% | 199 |
|
|
2020
Q4 | $315K | Buy |
+2,395
| New | +$315K | 0.11% | 155 |
|
|
2020
Q3 | – | Sell |
-3,355
| Closed | -$326K | – | 213 |
|
|
2020
Q2 | $326K | Buy |
+3,355
| New | +$326K | 0.14% | 125 |
|