BFS
Bare Financial Services’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
22,199
-2,013
| -8% | -$318K | 1.18% | 18 |
|
|
2025
Q1 | $3.66M | Hold |
24,212
| – | – | 1.4% | 18 |
|
|
2024
Q4 | $3.97M | Sell |
24,212
-493
| -2% | -$80.9K | 1.6% | 17 |
|
|
2024
Q3 | $4.12M | Sell |
24,705
-2,164
| -8% | -$361K | 1.69% | 16 |
|
|
2024
Q2 | $4.6M | Buy |
26,869
+45
| +0.2% | +$7.7K | 2.42% | 13 |
|
|
2024
Q1 | $4M | Buy |
26,824
+7,349
| +38% | +$1.1M | 3.84% | 7 |
|
|
2023
Q4 | $3.03M | Buy |
+19,475
| New | +$3.03M | 6.09% | 4 |
|