Wellspring Financial Advisors’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 |
-1,364
| Closed | -$220K | – | 122 |
|
|
2022
Q1 | $220K | Hold |
1,364
| – | – | 0.06% | 87 |
|
|
2021
Q4 | $226K | Hold |
1,364
| – | – | 0.06% | 90 |
|
|
2021
Q3 | $219K | Hold |
1,364
| – | – | 0.07% | 91 |
|
|
2021
Q2 | $226K | Sell |
1,364
-2,123
| -61% | -$352K | 0.07% | 84 |
|
|
2021
Q1 | $286K | Buy |
+3,487
| New | +$286K | 0.14% | 67 |
|
|
2020
Q2 | – | Sell |
-3,487
| Closed | -$286K | – | 93 |
|
|
2020
Q1 | $286K | Buy |
+3,487
| New | +$286K | 0.14% | 67 |
|