Atwood & Palmer’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 | $69.3K | Sell |
439
-100
| -19% | -$15.8K | ﹤0.01% | 218 |
|
|
2025
Q1 | $81.4K | Hold |
539
| – | – | 0.01% | 199 |
|
|
2024
Q4 | $88.5K | Hold |
539
| – | – | 0.01% | 187 |
|
|
2024
Q3 | $89.9K | Hold |
539
| – | – | 0.01% | 191 |
|
|
2024
Q2 | $82.1K | Sell |
539
-100
| -16% | -$15.2K | 0.01% | 200 |
|
|
2024
Q1 | $101K | Hold |
639
| – | – | 0.01% | 180 |
|
|
2023
Q4 | $99.3K | Hold |
639
| – | – | 0.01% | 184 |
|
|
2023
Q3 | $86.6K | Hold |
639
| – | – | 0.01% | 181 |
|
|
2023
Q2 | $90K | Buy |
639
+200
| +46% | +$28.2K | 0.01% | 194 |
|
|
2023
Q1 | $60.2K | Hold |
439
| – | – | 0.01% | 199 |
|
|
2022
Q4 | $60.9K | Buy |
+439
| New | +$60.9K | 0.01% | 203 |
|
|
2020
Q4 | – | Sell |
-11
| Closed | -$1K | – | 377 |
|
|
2020
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 321 |
|