AFA
American Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
10,328
+80
| +0.8% | +$12.6K | 0.23% | 49 |
|
|
2025
Q1 | $1.55M | Sell |
10,248
-224
| -2% | -$33.8K | 0.22% | 49 |
|
|
2024
Q4 | $1.72M | Sell |
10,472
-25
| -0.2% | -$4.1K | 0.24% | 44 |
|
|
2024
Q3 | $1.75M | Sell |
10,497
-405
| -4% | -$67.6K | 0.24% | 46 |
|
|
2024
Q2 | $1.66M | Buy |
10,902
+40
| +0.4% | +$6.09K | 0.24% | 45 |
|
|
2024
Q1 | $1.73M | Buy |
10,862
+230
| +2% | +$36.5K | 0.24% | 46 |
|
|
2023
Q4 | $1.65M | Sell |
10,632
-421
| -4% | -$65.4K | 0.24% | 43 |
|
|
2023
Q3 | $1.5M | Sell |
11,053
-225
| -2% | -$30.5K | 0.24% | 45 |
|
|
2023
Q2 | $1.59M | Sell |
11,278
-528
| -4% | -$74.3K | 0.25% | 47 |
|
|
2023
Q1 | $1.62M | Sell |
11,806
-1,304
| -10% | -$179K | 0.26% | 45 |
|
|
2022
Q4 | $1.82M | Buy |
13,110
+48
| +0.4% | +$6.66K | 0.31% | 41 |
|
|
2022
Q3 | $1.68M | Sell |
13,062
-328
| -2% | -$42.3K | 0.29% | 42 |
|
|
2022
Q2 | $1.82M | Sell |
13,390
-93
| -0.7% | -$12.7K | 0.48% | 26 |
|
|
2022
Q1 | $2.18M | Sell |
13,483
-84
| -0.6% | -$13.6K | 0.3% | 42 |
|
|
2021
Q4 | $2.25M | Sell |
13,567
-1,325
| -9% | -$220K | 0.29% | 41 |
|
|
2021
Q3 | $2.39M | Sell |
14,892
-283
| -2% | -$45.3K | 0.32% | 40 |
|
|
2021
Q2 | $2.52M | Sell |
15,175
-610
| -4% | -$101K | 0.35% | 39 |
|
|
2021
Q1 | $2.52M | Sell |
15,785
-1,049
| -6% | -$167K | 0.37% | 38 |
|
|
2020
Q4 | $2.22M | Sell |
16,834
-291
| -2% | -$38.3K | 0.32% | 41 |
|
|
2020
Q3 | $1.7M | Buy |
17,125
+36
| +0.2% | +$3.58K | 0.28% | 46 |
|
|
2020
Q2 | $1.69M | Sell |
17,089
-419
| -2% | -$41.5K | 0.27% | 44 |
|
|
2020
Q1 | $1.56M | Sell |
17,508
-593
| -3% | -$52.8K | 0.28% | 44 |
|
|
2019
Q4 | $2.17M | Buy |
18,101
+57
| +0.3% | +$6.82K | 0.38% | 38 |
|
|
2019
Q3 | $2.16M | Sell |
18,044
-1,328
| -7% | -$159K | 0.41% | 34 |
|
|
2019
Q2 | $2.33M | Sell |
19,372
-772
| -4% | -$93K | 0.46% | 34 |
|
|
2019
Q1 | $2.42M | Sell |
20,144
-400
| -2% | -$48K | 0.49% | 34 |
|
|
2018
Q4 | $2.21M | Buy |
+20,544
| New | +$2.21M | 0.48% | 33 |
|