AE Wealth Management’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
Q2 | $2.21M | Sell |
|
|||||
|
2025
Q1 | $2.14M | Sell |
|
|||||
|
2024
Q4 | $2.44M | Buy |
|
|||||
|
2024
Q3 | $1.65M | Buy |
|
|||||
|
2024
Q2 | $1.43M | Buy |
|
|||||
|
2024
Q1 | $1.17M | Sell |
|
|||||
|
2023
Q4 | $1.35M | Buy |
|
|||||
|
2023
Q3 | $1.09M | Buy |
|
|||||
|
2023
Q2 | $1.07M | Buy |
|
|||||
|
2023
Q1 | $893K | Sell |
|
|||||
|
2022
Q4 | $957K | Buy |
|
|||||
|
2022
Q3 | $526K | Sell |
|
|||||
|
2022
Q2 | $715K | Buy |
|
|||||
|
2022
Q1 | $584K | Sell |
|
|||||
|
2021
Q4 | $3.87M | Buy |
|
|||||
|
2021
Q3 | $260K | Buy |
|
|||||
|
2021
Q2 | $220K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $1.6M | Buy |
|
|||||
|
2016
Q4 | $492K | Buy |
|