Abound Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8K | Hold |
145
| – | – | 0.01% | 310 |
|
|
2025
Q1 | $21.8K | Hold |
145
| – | – | 0.01% | 280 |
|
|
2024
Q4 | $23.7K | Hold |
145
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $24.1K | Hold |
145
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $22K | Hold |
145
| – | – | 0.01% | 238 |
|
|
2024
Q1 | $22.9K | Hold |
145
| – | – | 0.01% | 221 |
|
|
2023
Q4 | $22.4K | Sell |
145
-20
| -12% | -$3.1K | 0.01% | 230 |
|
|
2023
Q3 | $22.3K | Sell |
165
-13
| -7% | -$1.76K | 0.01% | 206 |
|
|
2023
Q2 | $25K | Buy |
178
+29
| +19% | +$4.07K | 0.01% | 190 |
|
|
2023
Q1 | $20.4K | Buy |
149
+21
| +16% | +$2.87K | 0.01% | 204 |
|
|
2022
Q4 | $17.8K | Hold |
128
| – | – | 0.01% | 198 |
|
|
2022
Q3 | $16.6K | Sell |
128
-1
| -0.8% | -$129 | 0.01% | 215 |
|
|
2022
Q2 | $17.6K | Sell |
129
-26
| -17% | -$3.55K | 0.01% | 84 |
|
|
2022
Q1 | $24.9K | Buy |
155
+80
| +107% | +$12.9K | 0.02% | 76 |
|
|
2021
Q4 | $12.4K | Buy |
+75
| New | +$12.4K | 0.01% | 89 |
|