Angeles Wealth Management’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 | $90.7K | Hold |
575
| – | – | 0.01% | 363 |
|
|
2025
Q1 | $86.8K | Sell |
575
-41
| -7% | -$6.19K | 0.01% | 315 |
|
|
2024
Q4 | $101K | Hold |
616
| – | – | 0.01% | 321 |
|
|
2024
Q3 | $103K | Buy |
616
+575
| +1,402% | +$95.9K | 0.01% | 285 |
|
|
2024
Q2 | $6.24K | Buy |
+41
| New | +$6.24K | ﹤0.01% | 296 |
|
|
2023
Q1 | – | Sell |
-70
| Closed | -$9.71K | – | 215 |
|
|
2022
Q4 | $9.71K | Hold |
70
| – | – | ﹤0.01% | 207 |
|
|
2022
Q3 | $9K | Buy |
+70
| New | +$9K | ﹤0.01% | 205 |
|