BIP Wealth’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 | $552K | Sell |
3,496
-1,067
| -23% | -$168K | 0.03% | 151 |
|
|
2025
Q1 | $689K | Hold |
4,563
| – | – | 0.04% | 125 |
|
|
2024
Q4 | $749K | Buy |
4,563
+938
| +26% | +$154K | 0.05% | 122 |
|
|
2024
Q3 | $605K | Buy |
3,625
+224
| +7% | +$37.4K | 0.04% | 129 |
|
|
2024
Q2 | $518K | Sell |
3,401
-260
| -7% | -$39.6K | 0.04% | 112 |
|
|
2024
Q1 | $581K | Sell |
3,661
-3,220
| -47% | -$511K | 0.04% | 118 |
|
|
2023
Q4 | $1.07M | Buy |
6,881
+262
| +4% | +$40.7K | 0.08% | 79 |
|
|
2023
Q3 | $897K | Buy |
6,619
+350
| +6% | +$47.4K | 0.08% | 79 |
|
|
2023
Q2 | $883K | Sell |
6,269
-1,070
| -15% | -$151K | 0.07% | 82 |
|
|
2023
Q1 | $1.01M | Buy |
+7,339
| New | +$1.01M | 0.11% | 78 |
|