West Branch Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-76
| Closed | -$10.6K | – | 460 |
|
|
2022
Q4 | $10.6K | Hold |
76
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $10K | Sell |
76
-76
| -50% | -$10K | 0.01% | 286 |
|
|
2022
Q2 | $21K | Sell |
152
-76
| -33% | -$10.5K | 0.01% | 222 |
|
|
2022
Q1 | $37K | Hold |
228
| – | – | 0.02% | 204 |
|
|
2021
Q4 | $38K | Hold |
228
| – | – | 0.02% | 216 |
|
|
2021
Q3 | $37K | Hold |
228
| – | – | 0.02% | 204 |
|
|
2021
Q2 | $38K | Buy |
+228
| New | +$38K | 0.02% | 210 |
|