Ballentine Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $245K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $946K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $118K | Hold |
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|
2017
Q2 | $115K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $111K | Hold |
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|
2016
Q3 | $98K | Sell |
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|
2016
Q2 | $106K | Hold |
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|
2016
Q1 | $101K | Buy |
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