Atticus 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 | $112K | Buy |
713
+3
| +0.4% | +$473 | 0.03% | 231 |
|
|
2025
Q1 | $107K | Sell |
710
-10
| -1% | -$1.51K | 0.04% | 154 |
|
|
2024
Q4 | $118K | Buy |
720
+3
| +0.4% | +$493 | 0.04% | 154 |
|
|
2024
Q3 | $120K | Buy |
717
+4
| +0.6% | +$667 | 0.04% | 158 |
|
|
2024
Q2 | $109K | Sell |
713
-2
| -0.3% | -$305 | 0.04% | 155 |
|
|
2024
Q1 | $114K | Sell |
715
-7
| -1% | -$1.11K | 0.04% | 153 |
|
|
2023
Q4 | $112K | Buy |
722
+8
| +1% | +$1.24K | 0.04% | 153 |
|
|
2023
Q3 | $96.7K | Hold |
714
| – | – | 0.04% | 179 |
|
|
2023
Q2 | $100K | Sell |
714
-25
| -3% | -$3.52K | 0.04% | 175 |
|
|
2023
Q1 | $101K | Buy |
739
+4
| +0.5% | +$548 | 0.04% | 171 |
|
|
2022
Q4 | $102K | Buy |
+735
| New | +$102K | 0.04% | 177 |
|
|
2022
Q3 | – | Sell |
-726
| Closed | -$99K | – | 593 |
|
|
2022
Q2 | $99K | Buy |
726
+3
| +0.4% | +$409 | 0.04% | 182 |
|
|
2022
Q1 | $117K | Buy |
723
+2
| +0.3% | +$324 | 0.04% | 188 |
|
|
2021
Q4 | $120K | Buy |
721
+7
| +1% | +$1.17K | 0.05% | 155 |
|
|
2021
Q3 | $114K | Hold |
714
| – | – | 0.05% | 147 |
|
|
2021
Q2 | $118K | Buy |
714
+3
| +0.4% | +$496 | 0.05% | 151 |
|
|
2021
Q1 | $113K | Hold |
711
| – | – | 0.05% | 145 |
|
|
2020
Q4 | $94K | Buy |
711
+59
| +9% | +$7.8K | 0.05% | 159 |
|
|
2020
Q3 | $65K | Buy |
652
+4
| +0.6% | +$399 | 0.04% | 162 |
|
|
2020
Q2 | $63K | Buy |
648
+7
| +1% | +$681 | 0.04% | 162 |
|
|
2020
Q1 | $53K | Hold |
641
| – | – | 0.04% | 166 |
|
|
2019
Q4 | $82K | Buy |
+641
| New | +$82K | 0.05% | 145 |
|