1834 Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $261K | Buy |
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $275K | Hold |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $339K | Hold |
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|
2021
Q3 | $327K | Hold |
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|
2021
Q2 | $338K | Sell |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $279K | Buy |
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|
2020
Q3 | $210K | Sell |
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|
2020
Q2 | $216K | Sell |
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|
2020
Q1 | $196K | Sell |
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|
2019
Q4 | $313K | Buy |
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|
2019
Q3 | $286K | Sell |
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|
2019
Q2 | $290K | Sell |
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|
2019
Q1 | $304K | Hold |
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|
2018
Q4 | $272K | Hold |
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|
2018
Q3 | $336K | Sell |
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|
2018
Q2 | $339K | Hold |
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|
2018
Q1 | $313K | Hold |
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|
2017
Q4 | $323K | Buy |
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|
2017
Q3 | $306K | Hold |
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|
2017
Q2 | $293K | Hold |
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|
2017
Q1 | $292K | Sell |
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|
2016
Q4 | $305K | Buy |
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|
2016
Q3 | $265K | Hold |
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|
2016
Q2 | $246K | Hold |
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|
2016
Q1 | $236K | Hold |
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|
2015
Q4 | $232K | Buy |
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|
2015
Q3 | $227K | Hold |
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|
2015
Q2 | $256K | Sell |
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|
2015
Q1 | $282K | Hold |
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|
2014
Q4 | $278K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $218K | Hold |
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|
2014
Q1 | $213K | Sell |
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|
2013
Q4 | $214K | Buy |
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