Accel Wealth Management’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 | $202K | Buy |
+1,281
| New | +$202K | 0.07% | 255 |
|
|
2025
Q1 | – | Sell |
-1,279
| Closed | -$210K | – | 264 |
|
|
2024
Q4 | $210K | Buy |
1,279
+2
| +0.2% | +$328 | 0.08% | 228 |
|
|
2024
Q3 | $213K | Buy |
+1,277
| New | +$213K | 0.08% | 230 |
|
|
2024
Q2 | – | Sell |
-1,285
| Closed | -$204K | – | 252 |
|
|
2024
Q1 | $204K | Buy |
+1,285
| New | +$204K | 0.09% | 215 |
|
|
2023
Q2 | – | Sell |
-302
| Closed | -$41.3K | – | 530 |
|
|
2023
Q1 | $41.3K | Buy |
302
+24
| +9% | +$3.28K | 0.02% | 519 |
|
|
2022
Q4 | $38.6K | Sell |
278
-4
| -1% | -$556 | 0.02% | 398 |
|
|
2022
Q3 | $39K | Buy |
282
+70
| +33% | +$9.68K | 0.02% | 420 |
|
|
2022
Q2 | $29K | Hold |
212
| – | – | 0.02% | 456 |
|
|
2022
Q1 | $34K | Hold |
212
| – | – | 0.02% | 442 |
|
|
2021
Q4 | $35K | Buy |
212
+26
| +14% | +$4.29K | 0.02% | 448 |
|
|
2021
Q3 | $30K | Sell |
186
-26
| -12% | -$4.19K | 0.02% | 419 |
|
|
2021
Q2 | $35K | Buy |
212
+1
| +0.5% | +$165 | 0.02% | 408 |
|
|
2021
Q1 | $34K | Hold |
211
| – | – | 0.03% | 389 |
|
|
2020
Q4 | $28K | Buy |
+211
| New | +$28K | 0.03% | 418 |
|