1IA
1834 Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
1,495
| – | – | 0.03% | 199 |
|
|
2025
Q1 | $226K | Hold |
1,495
| – | – | 0.03% | 200 |
|
|
2024
Q4 | $245K | Sell |
1,495
-71
| -5% | -$11.7K | 0.03% | 200 |
|
|
2024
Q3 | $261K | Buy |
1,566
+230
| +17% | +$38.4K | 0.03% | 205 |
|
|
2024
Q2 | $203K | Sell |
1,336
-25
| -2% | -$3.81K | 0.02% | 213 |
|
|
2024
Q1 | $216K | Hold |
1,361
| – | – | 0.03% | 209 |
|
|
2023
Q4 | $211K | Buy |
+1,361
| New | +$211K | 0.03% | 222 |
|
|
2023
Q3 | – | Sell |
-1,541
| Closed | -$217K | – | 237 |
|
|
2023
Q2 | $217K | Sell |
1,541
-55
| -3% | -$7.74K | 0.03% | 226 |
|
|
2023
Q1 | $219K | Sell |
1,596
-335
| -17% | -$45.9K | 0.03% | 230 |
|
|
2022
Q4 | $268K | Sell |
1,931
-88
| -4% | -$12.2K | 0.04% | 165 |
|
|
2022
Q3 | $260K | Hold |
2,019
| – | – | 0.04% | 168 |
|
|
2022
Q2 | $275K | Hold |
2,019
| – | – | 0.04% | 165 |
|
|
2022
Q1 | $326K | Sell |
2,019
-20
| -1% | -$3.23K | 0.04% | 156 |
|
|
2021
Q4 | $339K | Hold |
2,039
| – | – | 0.04% | 153 |
|
|
2021
Q3 | $327K | Hold |
2,039
| – | – | 0.04% | 153 |
|
|
2021
Q2 | $338K | Sell |
2,039
-4
| -0.2% | -$663 | 0.04% | 151 |
|
|
2021
Q1 | $326K | Sell |
2,043
-74
| -3% | -$11.8K | 0.04% | 158 |
|
|
2020
Q4 | $279K | Buy |
2,117
+3
| +0.1% | +$395 | 0.04% | 170 |
|
|
2020
Q3 | $210K | Sell |
2,114
-106
| -5% | -$10.5K | 0.03% | 181 |
|
|
2020
Q2 | $216K | Sell |
2,220
-165
| -7% | -$16.1K | 0.03% | 168 |
|
|
2020
Q1 | $196K | Sell |
2,385
-48
| -2% | -$3.95K | 0.04% | 173 |
|
|
2019
Q4 | $313K | Buy |
2,433
+43
| +2% | +$5.53K | 0.05% | 152 |
|
|
2019
Q3 | $286K | Sell |
2,390
-20
| -0.8% | -$2.39K | 0.04% | 164 |
|
|
2019
Q2 | $290K | Sell |
2,410
-118
| -5% | -$14.2K | 0.04% | 156 |
|
|
2019
Q1 | $304K | Hold |
2,528
| – | – | 0.05% | 149 |
|
|
2018
Q4 | $272K | Hold |
2,528
| – | – | 0.05% | 154 |
|
|
2018
Q3 | $336K | Sell |
2,528
-40
| -2% | -$5.32K | 0.05% | 152 |
|
|
2018
Q2 | $339K | Hold |
2,568
| – | – | 0.05% | 143 |
|
|
2018
Q1 | $313K | Hold |
2,568
| – | – | 0.05% | 146 |
|
|
2017
Q4 | $323K | Buy |
2,568
+100
| +4% | +$12.6K | 0.05% | 147 |
|
|
2017
Q3 | $306K | Hold |
2,468
| – | – | 0.06% | 140 |
|
|
2017
Q2 | $293K | Hold |
2,468
| – | – | 0.06% | 149 |
|
|
2017
Q1 | $292K | Sell |
2,468
-100
| -4% | -$11.8K | 0.06% | 161 |
|
|
2016
Q4 | $305K | Buy |
2,568
+40
| +2% | +$4.75K | 0.06% | 148 |
|
|
2016
Q3 | $265K | Hold |
2,528
| – | – | 0.06% | 150 |
|
|
2016
Q2 | $246K | Hold |
2,528
| – | – | 0.05% | 160 |
|
|
2016
Q1 | $236K | Hold |
2,528
| – | – | 0.05% | 155 |
|
|
2015
Q4 | $232K | Buy |
2,528
+13
| +0.5% | +$1.19K | 0.05% | 165 |
|
|
2015
Q3 | $227K | Hold |
2,515
| – | – | 0.06% | 177 |
|
|
2015
Q2 | $256K | Sell |
2,515
-215
| -8% | -$21.9K | 0.07% | 142 |
|
|
2015
Q1 | $282K | Hold |
2,730
| – | – | 0.08% | 140 |
|
|
2014
Q4 | $278K | Buy |
+2,730
| New | +$278K | 0.08% | 138 |
|
|
2014
Q3 | – | Sell |
-2,115
| Closed | -$218K | – | 160 |
|
|
2014
Q2 | $218K | Hold |
2,115
| – | – | 0.06% | 153 |
|
|
2014
Q1 | $213K | Sell |
2,115
-36
| -2% | -$3.63K | 0.06% | 146 |
|
|
2013
Q4 | $214K | Buy |
+2,151
| New | +$214K | 0.06% | 151 |
|