Addison Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $156K | Sell |
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|
2025
Q2 | $146K | Buy |
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|
2025
Q1 | $125K | Hold |
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|
2024
Q4 | $136K | Hold |
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|
2024
Q3 | $138K | Hold |
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|
2024
Q2 | $126K | Hold |
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|
2024
Q1 | $131K | Hold |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $112K | Hold |
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|
2023
Q2 | $116K | Hold |
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|
2023
Q1 | $113K | Sell |
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|
2022
Q4 | $120K | Sell |
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|
2022
Q3 | $127K | Buy |
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|
2022
Q2 | $128K | Sell |
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|
2022
Q1 | $155K | Buy |
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|
2021
Q4 | $156K | Buy |
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|
2021
Q3 | $136K | Hold |
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|
2021
Q2 | $140K | Buy |
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|
2020
Q4 | $112K | Buy |
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