WestHill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-566
| Closed | -$76.7K | – | 94 |
|
|
2023
Q3 | $76.7K | Hold |
566
| – | – | 0.02% | 80 |
|
|
2023
Q2 | $79.7K | Hold |
566
| – | – | 0.02% | 80 |
|
|
2023
Q1 | $77.5K | Sell |
566
-268
| -32% | -$36.7K | 0.02% | 77 |
|
|
2022
Q4 | $116K | Sell |
834
-24
| -3% | -$3.33K | 0.04% | 74 |
|
|
2022
Q3 | $111K | Hold |
858
| – | – | 0.04% | 69 |
|
|
2022
Q2 | $117K | Buy |
858
+3
| +0.4% | +$409 | 0.04% | 73 |
|
|
2022
Q1 | $138K | Hold |
855
| – | – | 0.04% | 78 |
|
|
2021
Q4 | $142K | Buy |
855
+20
| +2% | +$3.32K | 0.04% | 80 |
|
|
2021
Q3 | $134K | Buy |
+835
| New | +$134K | 0.04% | 67 |
|
|
2021
Q1 | $113K | Sell |
710
-210
| -23% | -$33.4K | 0.04% | 60 |
|
|
2020
Q4 | $121K | Buy |
+920
| New | +$121K | 0.05% | 58 |
|