Blue Bell Private 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
Q3 | $1.08M | Hold |
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|
2025
Q2 | $962K | Sell |
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|
2025
Q1 | $950K | Hold |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $989K | Sell |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $970K | Sell |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.66M | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.87M | Buy |
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|
2022
Q1 | $1.93M | Buy |
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