Avior Wealth Management’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
Q2 | $589K | Sell |
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|
2025
Q1 | $603K | Sell |
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|
2024
Q4 | $681K | Sell |
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|
2024
Q3 | $748K | Sell |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $136K | Hold |
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|
2023
Q3 | $118K | Hold |
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|
2023
Q2 | $123K | Sell |
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|
2023
Q1 | $132K | Buy |
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|
2022
Q4 | $132K | Hold |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $120K | Hold |
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|
2022
Q1 | $143K | Hold |
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|
2021
Q4 | $147K | Hold |
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|
2021
Q3 | $141K | Buy |
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|
2021
Q2 | $144K | Hold |
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|
2021
Q1 | $139K | Hold |
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|
2020
Q4 | $115K | Hold |
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|
2020
Q3 | $86K | Hold |
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|
2020
Q2 | $85K | Hold |
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|
2020
Q1 | $71K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Buy |
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