9258 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
2024
Q2
Sell
2024
Q1
$206K Hold
2023
Q4
$201K Buy
2022
Q3
Sell
2022
Q2
$210K Hold
2022
Q1
$249K Hold
2021
Q4
$256K Buy
2021
Q3
$243K Sell
2021
Q2
$308K Buy
2021
Q1
$295K Hold
2020
Q4
$243K Buy