Archvest Wealth Advisors’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 | $492K | Sell |
3,122
-4,084
| -57% | -$644K | 0.43% | 41 |
|
|
2025
Q1 | $1.09M | Sell |
7,206
-389
| -5% | -$58.7K | 0.9% | 26 |
|
|
2024
Q4 | $1.25M | Buy |
7,595
+81
| +1% | +$13.3K | 0.9% | 25 |
|
|
2024
Q3 | $1.25M | Buy |
7,514
+9
| +0.1% | +$1.5K | 0.8% | 25 |
|
|
2024
Q2 | $1.13M | Sell |
7,505
-21,708
| -74% | -$3.28M | 0.75% | 27 |
|
|
2024
Q1 | $4.59M | Buy |
29,213
+785
| +3% | +$123K | 3.24% | 8 |
|
|
2023
Q4 | $4.42M | Sell |
28,428
-2,137
| -7% | -$332K | 3.33% | 9 |
|
|
2023
Q3 | $4.14M | Buy |
30,565
+1,931
| +7% | +$262K | 3.37% | 9 |
|
|
2023
Q2 | $4.03M | Buy |
28,634
+523
| +2% | +$73.6K | 3.31% | 11 |
|
|
2023
Q1 | $3.85M | Buy |
28,111
+1,892
| +7% | +$259K | 3.41% | 10 |
|
|
2022
Q4 | $3.64M | Sell |
26,219
-90
| -0.3% | -$12.5K | 3.6% | 9 |
|
|
2022
Q3 | $3.39M | Sell |
26,309
-1,392
| -5% | -$179K | 3.48% | 10 |
|
|
2022
Q2 | $3.77M | Buy |
27,701
+28
| +0.1% | +$3.81K | 3.75% | 9 |
|
|
2022
Q1 | $4.47M | Buy |
27,673
+447
| +2% | +$72.1K | 4.03% | 7 |
|
|
2021
Q4 | $4.52M | Buy |
+27,226
| New | +$4.52M | 3.92% | 8 |
|