Archvest Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $554K | Buy |
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|
2025
Q2 | $492K | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $4.59M | Buy |
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|
2023
Q4 | $4.42M | Sell |
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|
2023
Q3 | $4.14M | Buy |
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|
2023
Q2 | $4.03M | Buy |
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|
2023
Q1 | $3.85M | Buy |
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|
2022
Q4 | $3.64M | Sell |
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|
2022
Q3 | $3.39M | Sell |
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|
2022
Q2 | $3.77M | Buy |
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|
2022
Q1 | $4.47M | Buy |
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|
2021
Q4 | $4.52M | Buy |
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