Altiora Financial Group’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 | $1.24M | Sell |
7,831
-740
| -9% | -$117K | 0.24% | 46 |
|
|
2025
Q1 | $1.29M | Hold |
8,571
| – | – | 0.28% | 42 |
|
|
2024
Q4 | $1.41M | Hold |
8,571
| – | – | 0.31% | 40 |
|
|
2024
Q3 | $1.43M | Sell |
8,571
-18
| -0.2% | -$3K | 0.32% | 40 |
|
|
2024
Q2 | $1.31M | Hold |
8,589
| – | – | 0.31% | 40 |
|
|
2024
Q1 | $1.36M | Hold |
8,589
| – | – | 0.37% | 31 |
|
|
2023
Q4 | $1.33M | Buy |
8,589
+430
| +5% | +$66.8K | 0.39% | 30 |
|
|
2023
Q3 | $1.11M | Sell |
8,159
-430
| -5% | -$58.3K | 0.51% | 28 |
|
|
2023
Q2 | $1.21M | Hold |
8,589
| – | – | 0.53% | 26 |
|
|
2023
Q1 | $1.18M | Hold |
8,589
| – | – | 0.54% | 24 |
|
|
2022
Q4 | $1.19M | Buy |
+8,589
| New | +$1.19M | 0.59% | 23 |
|