YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $486K | Hold |
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|
2022
Q3 | $452K | Sell |
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|
2022
Q2 | $574K | Hold |
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|
2022
Q1 | $681K | Sell |
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|
2021
Q4 | $708K | Hold |
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|
2021
Q3 | $683K | Hold |
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|
2021
Q2 | $707K | Buy |
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|
2021
Q1 | $675K | Buy |
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|
2020
Q4 | $463K | Hold |
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|
2020
Q3 | $349K | Hold |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $292K | Hold |
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|
2019
Q4 | $458K | Hold |
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|
2019
Q3 | $425K | Hold |
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|
2019
Q2 | $429K | Hold |
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|
2019
Q1 | $427K | Buy |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | $19K | Sell |
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|
2018
Q2 | $21K | Hold |
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|
2018
Q1 | $20K | Sell |
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|
2017
Q4 | $27K | Sell |
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|
2017
Q3 | $33K | Sell |
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|
2017
Q2 | $44K | Sell |
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|
2017
Q1 | $50K | Buy |
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|
2016
Q4 | $41K | Buy |
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