Apollon 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 | $327K | Sell |
2,073
-534
| -20% | -$84.3K | 0.01% | 983 |
|
|
2025
Q1 | $394K | Buy |
2,607
+672
| +35% | +$101K | 0.01% | 848 |
|
|
2024
Q4 | $318K | Buy |
+1,935
| New | +$318K | 0.01% | 920 |
|
|
2024
Q1 | – | Sell |
-2,853
| Closed | -$443K | – | 1136 |
|
|
2023
Q4 | $443K | Buy |
+2,853
| New | +$443K | 0.02% | 697 |
|
|
2021
Q1 | – | Sell |
-1,527
| Closed | -$201K | – | 355 |
|
|
2020
Q4 | $201K | Buy |
+1,527
| New | +$201K | 0.05% | 186 |
|