Belpointe Asset 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
Q4 | $627K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $212K | Sell |
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|
2023
Q3 | $282K | Sell |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $895K | Buy |
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|
2022
Q4 | $694K | Sell |
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|
2022
Q3 | $645K | Buy |
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|
2022
Q2 | $606K | Sell |
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|
2022
Q1 | $728K | Sell |
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|
2021
Q4 | $769K | Sell |
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|
2021
Q3 | $751K | Sell |
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|
2021
Q2 | $804K | Buy |
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|
2021
Q1 | $769K | Sell |
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|
2020
Q4 | $691K | Buy |
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|
2020
Q3 | $403K | Sell |
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|
2020
Q2 | $409K | Sell |
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|
2020
Q1 | $346K | Sell |
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|
2019
Q4 | $835K | Buy |
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|
2019
Q3 | $391K | Buy |
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|
2019
Q2 | $238K | Buy |
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