American Investment Services’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
2023 Q2	–	Sell	-1,488	Closed	-$206K	–	144
2023 Q1	$206K	Hold	1,488	–	–	0.04%	130
2022 Q4	$206K	Buy	+1,488	New	+$210K	0.04%	130
2022 Q2	–	Sell	-1,368	Closed	-$221K	–	126
2022 Q1	$221K	Hold	1,368	–	–	0.05%	112
2021 Q4	$227K	Buy	1,368 +10	+0.7%	+$1.67K	0.05%	115
2021 Q3	$218K	Hold	1,358	–	–	0.05%	115
2021 Q2	$225K	Sell	1,358 -100	-7%	-$16.5K	0.05%	113
2021 Q1	$233K	Sell	1,458 -335	-19%	-$50.6K	0.06%	108
2020 Q4	$236K	Buy	+1,793	New	+$212K	0.07%	126
2020 Q2	–	Sell	-4,586	Closed	-$376K	–	136
2020 Q1	$376K	Buy	4,586 +405	+10%	+$45.4K	0.14%	100
2019 Q4	$538K	Hold	4,181	–	–	0.16%	95
2019 Q3	$499K	Buy	4,181 +83	+2%	+$9.8K	0.16%	92
2019 Q2	$494K	Hold	4,098	–	–	0.16%	91
2019 Q1	$491K	Buy	+4,098	New	+$490K	0.16%	89
2014 Q1	–	Sell	-2,018	Closed	-$201K	–	74
2013 Q4	$201K	Sell	2,018 -380	-16%	-$36.3K	0.12%	68
2013 Q3	$220K	Sell	2,398 -690	-22%	-$62.2K	0.14%	61
2013 Q2	$265K	Buy	+3,088	New	+$262K	0.17%	66