Advisornet Financial’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 | $282K | Buy |
1,790
+9
| +0.5% | +$1.42K | 0.02% | 491 |
|
|
2025
Q1 | $269K | Buy |
1,781
+18
| +1% | +$2.72K | 0.02% | 481 |
|
|
2024
Q4 | $289K | Sell |
1,763
-14
| -0.8% | -$2.3K | 0.02% | 428 |
|
|
2024
Q3 | $296K | Buy |
1,777
+140
| +9% | +$23.4K | 0.02% | 442 |
|
|
2024
Q2 | $249K | Sell |
1,637
-36
| -2% | -$5.48K | 0.02% | 433 |
|
|
2024
Q1 | $266K | Sell |
1,673
-437
| -21% | -$69.4K | 0.03% | 421 |
|
|
2023
Q4 | $328K | Sell |
2,110
-166
| -7% | -$25.8K | 0.03% | 387 |
|
|
2023
Q3 | $308K | Sell |
2,276
-715
| -24% | -$96.9K | 0.03% | 379 |
|
|
2023
Q2 | $421K | Sell |
2,991
-16,304
| -84% | -$2.3M | 0.04% | 334 |
|
|
2023
Q1 | $2.64M | Buy |
19,295
+545
| +3% | +$74.7K | 0.24% | 101 |
|
|
2022
Q4 | $2.6M | Buy |
18,750
+1,376
| +8% | +$191K | 0.26% | 92 |
|
|
2022
Q3 | $2.24M | Sell |
17,374
-831
| -5% | -$107K | 0.22% | 112 |
|
|
2022
Q2 | $2.48M | Buy |
18,205
+16,204
| +810% | +$2.21M | 0.24% | 104 |
|
|
2022
Q1 | $323K | Buy |
2,001
+119
| +6% | +$19.2K | 0.02% | 450 |
|
|
2021
Q4 | $313K | Buy |
1,882
+687
| +57% | +$114K | 0.02% | 490 |
|
|
2021
Q3 | $192K | Sell |
1,195
-19,256
| -94% | -$3.09M | 0.01% | 593 |
|
|
2021
Q2 | $3.39M | Buy |
20,451
+534
| +3% | +$88.5K | 0.22% | 105 |
|
|
2021
Q1 | $3.18M | Sell |
19,917
-2,951
| -13% | -$471K | 0.23% | 104 |
|
|
2020
Q4 | $3.01M | Buy |
22,868
+21,387
| +1,444% | +$2.82M | 0.24% | 88 |
|
|
2020
Q3 | $147K | Sell |
1,481
-1
| -0.1% | -$99 | 0.01% | 562 |
|
|
2020
Q2 | $144K | Sell |
1,482
-1,041
| -41% | -$101K | 0.01% | 574 |
|
|
2020
Q1 | $207K | Sell |
2,523
-1,216
| -33% | -$99.8K | 0.02% | 454 |
|
|
2019
Q4 | $481K | Buy |
3,739
+7
| +0.2% | +$901 | 0.04% | 338 |
|
|
2019
Q3 | $446K | Buy |
3,732
+10
| +0.3% | +$1.2K | 0.04% | 350 |
|
|
2019
Q2 | $448K | Sell |
3,722
-44
| -1% | -$5.3K | 0.05% | 315 |
|
|
2019
Q1 | $452K | Buy |
3,766
+182
| +5% | +$21.8K | 0.06% | 287 |
|
|
2018
Q4 | $385K | Buy |
3,584
+2,321
| +184% | +$249K | 0.05% | 281 |
|
|
2018
Q3 | $168K | Sell |
1,263
-4,375
| -78% | -$582K | 0.02% | 450 |
|
|
2018
Q2 | $744K | Buy |
5,638
+4,464
| +380% | +$589K | 0.1% | 179 |
|
|
2018
Q1 | $143K | Buy |
1,174
+3
| +0.3% | +$365 | 0.02% | 459 |
|
|
2017
Q4 | $147K | Buy |
+1,171
| New | +$147K | 0.02% | 401 |
|