WealthTrust Fairport’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $236K | Hold |
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|
2018
Q4 | $212K | Sell |
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|
2018
Q3 | $262K | Hold |
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|
2018
Q2 | $260K | Hold |
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|
2018
Q1 | $240K | Hold |
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|
2017
Q4 | $248K | Hold |
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|
2017
Q3 | $245K | Sell |
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|
2017
Q2 | $235K | Hold |
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|
2017
Q1 | $234K | Sell |
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|
2016
Q4 | $368K | Buy |
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|
2016
Q3 | $207K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $202K | Sell |
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|
2015
Q1 | $247K | Hold |
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|
2014
Q4 | $243K | Hold |
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|
2014
Q3 | $224K | Sell |
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|
2014
Q2 | $318K | Sell |
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|
2014
Q1 | $460K | Sell |
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|
2013
Q4 | $593K | Sell |
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|
2013
Q3 | $808K | Sell |
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|
2013
Q2 | $18.2M | Buy |
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