Brandywine Oak Private 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 | $429K | Buy |
+2,721
| New | +$429K | 0.04% | 159 |
|
|
2023
Q3 | – | Sell |
-2,122
| Closed | -$299K | – | 236 |
|
|
2023
Q2 | $299K | Sell |
2,122
-2,578
| -55% | -$363K | 0.03% | 196 |
|
|
2023
Q1 | $644K | Hold |
4,700
| – | – | 0.08% | 133 |
|
|
2022
Q4 | $652K | Buy |
4,700
+414
| +10% | +$57.4K | 0.08% | 132 |
|
|
2022
Q3 | $552K | Buy |
4,286
+2,402
| +127% | +$309K | 0.07% | 145 |
|
|
2022
Q2 | $256K | Buy |
+1,884
| New | +$256K | 0.03% | 271 |
|
|
2019
Q1 | – | Sell |
-148
| Closed | -$15K | – | 422 |
|
|
2018
Q4 | $15K | Buy |
+148
| New | +$15K | ﹤0.01% | 470 |
|