WFA
Wipfli Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $148K | Buy |
+1,151
| New | +$148K | 0.01% | 556 |
|
|
2022
Q2 | – | Sell |
-2,018
| Closed | -$326K | – | 93 |
|
|
2022
Q1 | $326K | Buy |
2,018
+271
| +16% | +$43.7K | 0.03% | 77 |
|
|
2021
Q4 | $290K | Sell |
1,747
-389
| -18% | -$64.6K | 0.03% | 38 |
|
|
2021
Q3 | $342K | Buy |
2,136
+170
| +9% | +$27.2K | 0.04% | 36 |
|
|
2021
Q2 | $326K | Sell |
1,966
-570
| -22% | -$94.5K | 0.05% | 35 |
|
|
2021
Q1 | $404K | Buy |
+2,536
| New | +$404K | 0.22% | 24 |
|