AWM
Activest 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 | $9.01K | Hold |
57
| – | – | ﹤0.01% | 450 |
|
|
2025
Q1 | $8.62K | Hold |
57
| – | – | ﹤0.01% | 425 |
|
|
2024
Q4 | $9.37K | Hold |
57
| – | – | ﹤0.01% | 326 |
|
|
2024
Q3 | $9.53K | Hold |
57
| – | – | ﹤0.01% | 322 |
|
|
2024
Q2 | $8.7K | Hold |
57
| – | – | ﹤0.01% | 308 |
|
|
2024
Q1 | $9.07K | Hold |
57
| – | – | ﹤0.01% | 221 |
|
|
2023
Q4 | $8.87K | Buy |
57
+1
| +2% | +$156 | ﹤0.01% | 203 |
|
|
2023
Q3 | $7.64K | Buy |
+56
| New | +$7.64K | ﹤0.01% | 196 |
|
|
2023
Q2 | – | Sell |
-56
| Closed | -$7.56K | – | 357 |
|
|
2023
Q1 | $7.56K | Buy |
+56
| New | +$7.56K | ﹤0.01% | 182 |
|
|
2022
Q3 | – | Sell |
-55
| Closed | -$8K | – | 536 |
|
|
2022
Q2 | $8K | Hold |
55
| – | – | 0.01% | 216 |
|
|
2022
Q1 | $9K | Hold |
55
| – | – | 0.01% | 213 |
|
|
2021
Q4 | $9K | Buy |
55
+1
| +2% | +$164 | 0.01% | 209 |
|
|
2021
Q3 | $9K | Hold |
54
| – | – | 0.01% | 237 |
|
|
2021
Q2 | $9K | Hold |
54
| – | – | 0.01% | 210 |
|
|
2021
Q1 | $9K | Buy |
+54
| New | +$9K | 0.01% | 200 |
|