Affinity Capital 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 | $975K | Sell |
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|
2025
Q2 | $902K | Sell |
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|
2025
Q1 | $793K | Sell |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.33M | Hold |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.31M | Hold |
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|
2022
Q3 | $1.22M | Hold |
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.56M | Hold |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.61M | Sell |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $1.9M | Sell |
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|
2020
Q1 | $1.7M | Sell |
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|
2019
Q4 | $2.68M | Buy |
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