WWM
Willingdon Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 210 |
|
|
2019
Q4 | $13K | Sell |
100
-30
| -23% | -$3.9K | ﹤0.01% | 232 |
|
|
2019
Q3 | $16K | Hold |
130
| – | – | ﹤0.01% | 222 |
|
|
2019
Q2 | $16K | Hold |
130
| – | – | ﹤0.01% | 213 |
|
|
2019
Q1 | $16K | Hold |
130
| – | – | ﹤0.01% | 227 |
|
|
2018
Q4 | $14K | Hold |
130
| – | – | ﹤0.01% | 251 |
|
|
2018
Q3 | $17K | Hold |
130
| – | – | ﹤0.01% | 272 |
|
|
2018
Q2 | $17K | Buy |
+130
| New | +$17K | 0.01% | 243 |
|