Allworth Financial’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 | $10.6M | Sell |
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|
2025
Q1 | $10M | Buy |
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|
2024
Q4 | $9.85M | Buy |
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|
2024
Q3 | $9.01M | Sell |
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|
2024
Q2 | $8.97M | Buy |
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|
2024
Q1 | $8.48M | Sell |
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|
2023
Q4 | $8.3M | Sell |
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|
2023
Q3 | $7.98M | Sell |
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|
2023
Q2 | $8.73M | Sell |
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|
2023
Q1 | $9.24M | Sell |
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|
2022
Q4 | $9.84M | Buy |
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|
2022
Q3 | $8.34M | Buy |
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|
2022
Q2 | $8.39M | Buy |
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|
2022
Q1 | $9.32M | Buy |
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|
2021
Q4 | $9.35M | Sell |
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|
2021
Q3 | $9.76M | Sell |
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|
2021
Q2 | $10.4M | Sell |
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|
2021
Q1 | $10.5M | Sell |
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|
2020
Q4 | $9.27M | Sell |
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|
2020
Q3 | $11.7M | Buy |
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|
2020
Q2 | $11.3M | Sell |
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|
2020
Q1 | $9.67M | Buy |
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|
2019
Q4 | $158K | Hold |
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|
2019
Q3 | $147K | Hold |
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|
2019
Q2 | $148K | Sell |
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|
2019
Q1 | $156K | Buy |
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|
2018
Q4 | $135K | Hold |
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|
2018
Q3 | $167K | Hold |
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|
2018
Q2 | $165K | Hold |
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|
2018
Q1 | $153K | Hold |
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|
2017
Q4 | $158K | Hold |
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|
2017
Q3 | $156K | Hold |
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|
2017
Q2 | $149K | Sell |
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|
2017
Q1 | $173K | Buy |
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|
2016
Q4 | $3K | Sell |
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|
2016
Q3 | $18K | Buy |
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|
2016
Q2 | $2K | Hold |
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|
2016
Q1 | $2K | Hold |
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|
2015
Q4 | $2K | Hold |
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|
2015
Q3 | $2K | Hold |
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|
2015
Q2 | $2K | Hold |
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|
2015
Q1 | $2K | Buy |
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