Arkadios 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 | $1.47M | Buy |
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|
2025
Q2 | $940K | Buy |
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|
2025
Q1 | $893K | Buy |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $769K | Sell |
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|
2024
Q2 | $782K | Buy |
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|
2024
Q1 | $632K | Sell |
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|
2023
Q4 | $629K | Buy |
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|
2023
Q3 | $497K | Sell |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $504K | Sell |
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|
2022
Q4 | $551K | Sell |
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|
2022
Q3 | $536K | Buy |
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|
2022
Q2 | $545K | Buy |
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|
2022
Q1 | $518K | Buy |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $281K | Sell |
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|
2021
Q2 | $314K | Buy |
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|
2021
Q1 | $246K | Buy |
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|
2020
Q4 | $167K | Buy |
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|
2020
Q3 | $112K | Hold |
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|
2020
Q2 | $98.4K | Buy |
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|
2020
Q1 | $77.9K | Hold |
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|
2019
Q4 | $120K | Buy |
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