Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.56M | Sell |
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|
2023
Q2 | $4.91M | Sell |
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|
2023
Q1 | $5.61M | Sell |
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|
2022
Q4 | $9.23M | Buy |
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|
2022
Q3 | $3.41M | Sell |
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|
2022
Q2 | $3.58M | Sell |
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|
2022
Q1 | $22.4M | Buy |
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|
2021
Q4 | $21.9M | Buy |
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|
2021
Q3 | $6.25M | Buy |
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|
2021
Q2 | $5.4M | Sell |
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|
2021
Q1 | $5.23M | Buy |
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|
2020
Q4 | $4.27M | Buy |
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|
2020
Q3 | $3.35M | Sell |
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|
2020
Q2 | $3.54M | Sell |
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|
2020
Q1 | $3.03M | Buy |
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|
2019
Q4 | $3.74M | Sell |
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|
2019
Q3 | $4.24M | Sell |
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|
2019
Q2 | $4.44M | Buy |
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|
2019
Q1 | $4.38M | Sell |
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|
2018
Q4 | $4.01M | Sell |
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|
2018
Q3 | $4.97M | Sell |
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|
2018
Q2 | $4.95M | Sell |
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|
2018
Q1 | $4.63M | Sell |
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|
2017
Q4 | $4.84M | Buy |
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